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
51
$1.9M 0.92%
68,363
+27,064
52
$1.83M 0.89%
9,503
+719
53
$1.7M 0.83%
19,183
+5,625
54
$1.62M 0.79%
3,367
-245
55
$1.61M 0.78%
7,647
+6,396
56
$1.53M 0.75%
6,138
+4,000
57
$1.51M 0.73%
+12,335
58
$1.22M 0.6%
+35,600
59
$1.19M 0.58%
31,460
-1,285
60
$1.15M 0.56%
7,797
-4,101
61
$1.12M 0.55%
9,701
62
$1.12M 0.55%
7,360
63
$1.12M 0.54%
22,583
64
$1.07M 0.52%
8,060
65
$1.07M 0.52%
18,434
+175
66
$1.02M 0.5%
8,713
67
$1.02M 0.5%
+31,270
68
$989K 0.48%
14,631
-6,177
69
$944K 0.46%
2,575
+692
70
$929K 0.45%
11,336
71
$886K 0.43%
1,755
72
$795K 0.39%
+34,927
73
$794K 0.39%
5,786
+1,503
74
$781K 0.38%
+33,603
75
$777K 0.38%
10,175
+108
1 2
3
4 5