KHCM

Kirtland Hills Capital Management Portfolio holdings

AUM $217M
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$3.86M
3
+$3.56M
4
INTU icon
Intuit
INTU
+$2.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 21.11%
2 Financials 16.77%
3 Industrials 12.39%
4 Healthcare 11.03%
5 Consumer Discretionary 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.38M 8.09%
+57,029
2
$3.86M 3.33%
+8,521
3
$3.56M 3.07%
+12,832
4
$2.99M 2.58%
+4,730
5
$2.66M 2.29%
+15,658
6
$2.63M 2.27%
+14,393
7
$2.56M 2.21%
+22,417
8
$2.28M 1.97%
+25,190
9
$2.2M 1.9%
+9,489
10
$2.15M 1.85%
+5,218
11
$2.03M 1.75%
+2,603
12
$1.93M 1.66%
+4,086
13
$1.88M 1.62%
+4,035
14
$1.85M 1.59%
+13,853
15
$1.79M 1.54%
+7,178
16
$1.76M 1.52%
+4,447
17
$1.76M 1.51%
+9,585
18
$1.73M 1.5%
+3,445
19
$1.7M 1.46%
+9,028
20
$1.57M 1.35%
+3,004
21
$1.55M 1.34%
+3,275
22
$1.5M 1.29%
+1,957
23
$1.48M 1.28%
+7,868
24
$1.47M 1.27%
+8,144
25
$1.46M 1.26%
+6,948
1
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