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
51
$1.33M 0.84%
+20,808
52
$1.24M 0.78%
+13,558
53
$1.19M 0.75%
+41,299
54
$1.1M 0.69%
+32,745
55
$1.05M 0.66%
+1,755
56
$1.04M 0.65%
+7,360
57
$1M 0.63%
+18,259
58
$996K 0.63%
+22,583
59
$987K 0.62%
+9,701
60
$900K 0.57%
+8,060
61
$872K 0.55%
+8,713
62
$859K 0.54%
+11,336
63
$725K 0.46%
+10,067
64
$693K 0.44%
+3,602
65
$624K 0.39%
+4,927
66
$597K 0.38%
+12,069
67
$582K 0.37%
+4,283
68
$579K 0.36%
+4,242
69
$576K 0.36%
+13,731
70
$573K 0.36%
+9,231
71
$557K 0.35%
+1,883
72
$548K 0.35%
+10,434
73
$511K 0.32%
+13,090
74
$495K 0.31%
+2,138
75
$493K 0.31%
+5,347
1 2
3
4 5