KHCM
Kirtland Hills Capital Management Portfolio holdings
AUM
$217M
1-Year Return
25.51%
This Quarter Return
-1.99%
1 Year Return
+25.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
+$7.85M
(+5%)
Cap. Flow
+$19.3M
Cap. Flow
% of AUM
11.75%
Top 10 Holdings %
Top 10 Hldgs %
29.68%
Holding
146
New
16
Increased
88
Reduced
25
Closed
10
Top Buys
| 1 |
Jacobs Solutions
J
|
+$2.87M |
| 2 |
Amazon
AMZN
|
+$1.4M |
| 3 |
Palantir
PLTR
|
+$1.23M |
| 4 |
Microsoft
MSFT
|
+$974K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$814K |
Top Sells
| 1 |
RTX Corp
RTX
|
+$1.23M |
| 2 |
Walt Disney
DIS
|
+$642K |
| 3 |
CoStar Group
CSGP
|
+$452K |
| 4 |
IQVIA
IQV
|
+$420K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$378K |
Sector Composition
| 1 | Technology | 26.87% |
| 2 | Financials | 15.27% |
| 3 | Industrials | 10.98% |
| 4 | Consumer Discretionary | 8.71% |
| 5 | Healthcare | 6.39% |
