KF
KKM Financial Portfolio holdings
AUM
$288M
1-Year Est. Return
18.38%
1 Year Est. Return
+18.38%
AUM
$288M
AUM Growth
+$51M
(+22%)
Holding
158
Top Buys
| 1 | +$1.46M | |
| 2 | +$1.37M | |
| 3 | +$1.23M | |
| 4 |
IBM
IBM
|
+$1.21M |
| 5 |
JPMorgan Chase
JPM
|
+$1.14M |
Top Sells
| 1 | +$1.34M | |
| 2 | +$548K | |
| 3 | +$427K | |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$424K |
| 5 |
iShares US Transportation ETF
IYT
|
+$386K |
Sector Composition
| 1 | Technology | 17.04% |
| 2 | Financials | 8.94% |
| 3 | Industrials | 8.78% |
| 4 | Communication Services | 8.37% |
| 5 | Healthcare | 5.96% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.84T
| $12.6M | 4.38% |
17,052
+1,855
|
|
||
2
SPDR S&P 500 ETF Trust
SPY
$668B
| $9.75M | 3.39% |
15,761
+1,468
|
|
||
|
ESN
3
Essential 40 Stock ETF
ESN
$158M
| $9.5M | 3.31% |
592,638
+100
|
|
||
4
Apple
AAPL
$3.91T
| $8.87M | 3.08% |
43,255
+3,583
|
|
||
5
Microsoft
MSFT
$3.83T
| $7.38M | 2.57% |
14,777
+1,633
|
|
||
6
Oracle
ORCL
$795B
| $5.82M | 2.03% |
26,638
+6,672
|
|
||
|
7
iShares Expanded Tech Sector ETF
IGM
$9.7B
| $5.52M | 1.92% |
48,521
-3,722
|
|
||
8
Palo Alto Networks
PANW
$145B
| $5.48M | 1.91% |
26,800
+4,523
|
|
||
|
9
JPMorgan Chase
JPM
$816B
| $5.41M | 1.88% |
18,645
+3,925
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.07T
| $5.03M | 1.75% |
10,361
+1,854
|
|
||
11
Technology Select Sector SPDR Fund
XLK
$95.1B
| $5.02M | 1.75% |
19,372
+624
|
|
||
|
12
IBM
IBM
$265B
| $4.99M | 1.74% |
16,935
+4,121
|
|
||
13
iShares Expanded Tech-Software Sector ETF
IGV
$10.3B
| $4.99M | 1.74% |
45,361
-3,885
|
|
||
14
Amazon
AMZN
$2.38T
| $4.73M | 1.64% |
21,541
+4,548
|
|
||
15
Visa
V
$676B
| $4.55M | 1.58% |
12,807
+2,481
|
|
||
16
Costco
COST
$416B
| $4.46M | 1.55% |
4,502
+1,032
|
|
||
17
Waste Management
WM
$86.9B
| $4.04M | 1.4% |
17,647
+3,722
|
|
||
18
Automatic Data Processing
ADP
$115B
| $3.97M | 1.38% |
12,869
+2,891
|
|
||
19
CME Group
CME
$96.8B
| $3.94M | 1.37% |
14,280
+3,302
|
|
||
20
iShares US Financials ETF
IYF
$3.99B
| $3.89M | 1.35% |
32,134
-2,028
|
|
||
21
Industrial Select Sector SPDR Fund
XLI
$24B
| $3.82M | 1.33% |
25,434
-871
|
|
||
22
Johnson & Johnson
JNJ
$464B
| $3.78M | 1.31% |
24,736
+4,118
|
|
||
23
NVIDIA
NVDA
$4.44T
| $3.77M | 1.31% |
23,871
-3,468
|
|
||
24
Chubb
CB
$107B
| $3.76M | 1.31% |
12,967
+2,891
|
|
||
25
Boeing
BA
$164B
| $3.67M | 1.27% |
17,496
+2,892
|
|