KF
KKM Financial Portfolio holdings
AUM
$318M
1-Year Est. Return
20.08%
1 Year Est. Return
+20.08%
AUM
$318M
AUM Growth
+$30.4M
(+11%)
Holding
158
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.49M | |
| 3 | +$1.33M | |
| 4 |
Ford
F
|
+$1.14M |
| 5 |
UnitedHealth
UNH
|
+$1.14M |
Top Sells
| 1 | +$4.18M | |
| 2 | +$2.65M | |
| 3 | +$2.24M | |
| 4 |
NVIDIA
NVDA
|
+$2.24M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.04M |
Sector Composition
| 1 | Technology | 17.63% |
| 2 | Industrials | 9.93% |
| 3 | Financials | 9.08% |
| 4 | Communication Services | 8.88% |
| 5 | Healthcare | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Meta Platforms (Facebook)
META
$1.69T
| $13M | 4.08% |
17,681
+629
|
|
||
2
Apple
AAPL
$4.13T
| $11.7M | 3.67% |
45,820
+2,565
|
|
||
|
ESN
3
Essential 40 Stock ETF
ESN
$186M
| $10.1M | 3.17% |
591,038
-1,600
|
|
||
4
Microsoft
MSFT
$3.58T
| $8.59M | 2.7% |
16,584
+1,807
|
|
||
5
Oracle
ORCL
$617B
| $8.45M | 2.66% |
30,034
+3,396
|
|
||
6
JPMorgan Chase
JPM
$862B
| $6.61M | 2.08% |
20,942
+2,297
|
|
||
7
SPDR S&P 500 ETF Trust
SPY
$703B
| $6.32M | 1.99% |
9,491
-6,270
|
|
||
8
Intel
INTC
$201B
| $6.28M | 1.98% |
187,272
+58,705
|
|
||
9
Palo Alto Networks
PANW
$138B
| $6.11M | 1.92% |
30,006
+3,206
|
|
||
10
Berkshire Hathaway Class B
BRK.B
$1.09T
| $6M | 1.89% |
11,937
+1,576
|
|
||
11
iShares Expanded Tech Sector ETF
IGM
$9.14B
| $5.8M | 1.82% |
46,065
-2,456
|
|
||
12
Johnson & Johnson
JNJ
$486B
| $5.66M | 1.78% |
30,544
+5,808
|
|
||
13
IBM
IBM
$289B
| $5.64M | 1.77% |
19,983
+3,048
|
|
||
14
Alphabet (Google) Class A
GOOGL
$3.87T
| $5.49M | 1.73% |
22,575
+2,006
|
|
||
15
iShares Expanded Tech-Software Sector ETF
IGV
$8.57B
| $5.38M | 1.69% |
46,758
+1,397
|
|
||
16
CVS Health
CVS
$95.5B
| $5.3M | 1.67% |
70,270
+19,794
|
|
||
17
Amazon
AMZN
$2.46T
| $5.27M | 1.66% |
24,000
+2,459
|
|
||
18
Marathon Petroleum
MPC
$57.7B
| $5.05M | 1.59% |
26,202
+5,661
|
|
||
19
State Street Technology Select Sector SPDR ETF
XLK
$48B
| $4.91M | 1.55% |
17,430
-1,942
|
|
||
20
Visa
V
$643B
| $4.89M | 1.54% |
14,335
+1,528
|
|
||
21
Boeing
BA
$154B
| $4.89M | 1.54% |
22,658
+5,162
|
|
||
22
Home Depot
HD
$353B
| $4.85M | 1.53% |
11,973
+2,030
|
|
||
23
CME Group
CME
$97.7B
| $4.8M | 1.51% |
17,748
+3,468
|
|
||
24
Costco
COST
$398B
| $4.73M | 1.49% |
5,114
+612
|
|
||
25
Waste Management
WM
$86.4B
| $4.72M | 1.49% |
21,385
+3,738
|
|