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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
1
$17.6M 6.96%
92,774
+5,853
2
$9.73M 3.85%
44,294
+11,151
3
$8.54M 3.38%
46,842
+308
4
$8.23M 3.25%
44,084
+3,459
5
$6.29M 2.49%
25,854
+639
6
$5.83M 2.31%
11,256
+969
7
$5.81M 2.3%
127,098
+51,823
8
$5.78M 2.29%
25,622
+2,570
9
$5.33M 2.11%
9,379
+142
10
$5.09M 2.02%
6,937
+221
11
$4.96M 1.96%
14,524
+406
12
$4.86M 1.92%
19,074
+780
13
$4.67M 1.85%
4,002
+602
14
$4.12M 1.63%
9,274
+1,216
15
$4.02M 1.59%
4,152
+556
16
$3.67M 1.45%
24,500
17
$3.53M 1.4%
12,625
+2,411
18
$3.22M 1.27%
4,715
-85
19
$3.18M 1.26%
5,197
+52
20
$2.96M 1.17%
30,254
+10,457
21
$2.87M 1.13%
47,817
+20,009
22
$2.86M 1.13%
44,064
+12,547
23
$2.74M 1.09%
16,291
+871
24
$2.66M 1.05%
4,697
+172
25
$2.53M 1%
5,159
+199
1
2 3 4 5