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KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $315M
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$35.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.3M
3
+$1.17M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.09M
5
UBER icon
Uber
UBER
+$978K

Top Sells

1
+$488K
2
+$403K
3
+$290K
4
MDB icon
MongoDB
MDB
+$259K
5
TEAM icon
Atlassian
TEAM
+$257K

Sector Composition

1 Technology 29.85%
2 Financials 15.38%
3 Consumer Discretionary 9.93%
4 Industrials 8.56%
5 Communication Services 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$329K 0.13%
+3,723
127
$328K 0.13%
933
+36
128
$323K 0.13%
2,739
+2
129
$320K 0.13%
18,642
+5,900
130
$319K 0.13%
6,506
-118
131
$312K 0.12%
4,702
+12
132
$294K 0.12%
1,426
133
$277K 0.11%
+2,465
134
$275K 0.11%
4,213
+344
135
$273K 0.11%
3,111
-40
136
$262K 0.1%
+3,116
137
$262K 0.1%
343
+16
138
$251K 0.1%
3,476
139
$241K 0.1%
1,151
-102
140
$239K 0.09%
8,466
141
$236K 0.09%
1,658
142
$234K 0.09%
+1,662
143
$233K 0.09%
+2,978
144
$226K 0.09%
+314
145
$211K 0.08%
7,210
146
$207K 0.08%
+1,065
147
$207K 0.08%
1,464
+120
148
– –
-1,266
149
– –
-620
150
– –
-1,234
3 4 5
6
7