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
$205M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.67M
3
+$2.63M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.41M
5
IYT icon
iShares US Transportation ETF
IYT
+$2.38M

Top Sells

1
+$2.39M
2
+$1.94M
3
+$1.55M
4
IP icon
International Paper
IP
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 14.84%
2 Industrials 8.51%
3 Financials 7.73%
4 Healthcare 6.57%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 1.22%
31,605
-2,074
27
$2.49M 1.21%
8,592
-432
28
$2.47M 1.2%
12,236
-1,091
29
$2.45M 1.2%
12,845
+711
30
$2.44M 1.19%
4,938
+313
31
$2.41M 1.17%
+28,650
32
$2.37M 1.15%
5,328
+20
33
$2.36M 1.15%
9,441
+1,215
34
$2.35M 1.15%
9,080
+1,122
35
$2.33M 1.14%
175,811
-12,269
36
$2.3M 1.12%
28,320
+4,757
37
$2.3M 1.12%
15,207
-3,292
38
$2.26M 1.1%
47,281
+2,794
39
$2.24M 1.09%
24,750
-11,950
40
$2.17M 1.06%
4,769
+593
41
$2.12M 1.03%
9,831
+643
42
$2.1M 1.03%
72,074
+7,393
43
$2.05M 1%
+2,634
44
$2.02M 0.98%
46,581
+1,764
45
$2.01M 0.98%
25,248
+5,546
46
$1.99M 0.97%
45,141
-11,021
47
$1.99M 0.97%
47,473
+8,877
48
$1.95M 0.95%
31,053
+7,535
49
$1.95M 0.95%
35,906
+11,787
50
$1.93M 0.94%
19,990
+3,800
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