KF

KKM Financial Portfolio holdings

AUM $288M
1-Year Est. Return 18.38%
This Quarter Est. Return
1 Year Est. Return
+18.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.19M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.97%
2 Industrials 10.47%
3 Financials 8.57%
4 Consumer Discretionary 7.45%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.38%
+12,215
27
$2.17M 1.37%
+5,308
28
$2.03M 1.28%
+30,996
29
$1.98M 1.25%
+12,134
30
$1.98M 1.25%
+13,327
31
$1.97M 1.24%
+44,817
32
$1.93M 1.22%
+9,188
33
$1.92M 1.21%
+8,226
34
$1.89M 1.19%
+16,560
35
$1.89M 1.19%
+4,176
36
$1.82M 1.14%
+18,183
37
$1.82M 1.14%
+36,700
38
$1.8M 1.13%
+7,958
39
$1.79M 1.13%
+44,487
40
$1.72M 1.09%
+23,563
41
$1.7M 1.07%
+64,681
42
$1.7M 1.07%
+23,518
43
$1.69M 1.06%
+19,776
44
$1.64M 1.03%
+11,898
45
$1.58M 0.99%
+3,612
46
$1.57M 0.99%
+16,190
47
$1.56M 0.98%
+19,702
48
$1.46M 0.92%
+38,596
49
$1.45M 0.91%
+40,145
50
$1.36M 0.86%
+24,119
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