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
$240M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$2.91M
3
+$2.85M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.46M

Top Sells

1
+$900K
2
+$673K
3
+$581K
4
CRWD icon
CrowdStrike
CRWD
+$561K
5
IYT icon
iShares US Transportation ETF
IYT
+$554K

Sector Composition

1 Technology 16.26%
2 Industrials 8.81%
3 Financials 8.08%
4 Communication Services 7.42%
5 Healthcare 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.79%
8,145
-10
52
$1.86M 0.78%
27,115
-8,076
53
$1.83M 0.76%
14,707
+987
54
$1.77M 0.74%
39,646
+1,349
55
$1.66M 0.69%
167,571
+2,890
56
$1.6M 0.67%
31,673
-1,609
57
$1.41M 0.59%
6,138
58
$1.4M 0.58%
7,360
59
$1.34M 0.56%
22,386
+3,426
60
$1.15M 0.48%
9,099
-49
61
$1.1M 0.46%
24,494
-2,527
62
$1.09M 0.45%
+33,195
63
$1.09M 0.45%
18,969
+4,034
64
$1.03M 0.43%
22,583
65
$1.01M 0.42%
9,808
66
$984K 0.41%
9,796
+5,448
67
$983K 0.41%
10,222
68
$946K 0.39%
2,609
+726
69
$941K 0.39%
10,419
70
$907K 0.38%
2,245
-1,040
71
$813K 0.34%
+36,313
72
$807K 0.34%
+35,755
73
$789K 0.33%
39,367
-8,718
74
$784K 0.33%
14,489
+1,150
75
$783K 0.33%
1,760
1 2
3
4 5