KF

KKM Financial Portfolio holdings

AUM $563M
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$1.08M
4
IBM icon
IBM
IBM
+$1.06M
5
COST icon
Costco
COST
+$1.03M

Top Sells

1
+$1.12M
2
+$436K
3
+$384K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$366K
5
IYT icon
iShares US Transportation ETF
IYT
+$361K

Sector Composition

1 Technology 17.04%
2 Financials 8.94%
3 Industrials 8.78%
4 Communication Services 8.37%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.54M 0.89%
58,705
-362
52
$2.51M 0.87%
14,496
-1,709
53
$2.49M 0.87%
17,493
-1,819
54
$2.24M 0.78%
8,140
-255
55
$2.17M 0.76%
6,960
+1,169
56
$2.15M 0.75%
3,783
+25
57
$1.94M 0.68%
8,879
-56
58
$1.54M 0.54%
4,852
+987
59
$1.42M 0.49%
13,109
+3,519
60
$1.31M 0.46%
7,402
61
$1.25M 0.44%
25,600
+6,000
62
$1.22M 0.42%
9,061
63
$1.16M 0.4%
17,065
-5,658
64
$1.13M 0.39%
33,673
+561
65
$1.12M 0.39%
5,688
66
$1.05M 0.36%
17,498
-4,838
67
$1.03M 0.36%
2,572
-18
68
$1.02M 0.36%
10,463
+2
69
$996K 0.35%
13,028
70
$970K 0.34%
19,024
71
$966K 0.34%
9,693
-866
72
$945K 0.33%
5,012
-50
73
$872K 0.3%
9,363
-334
74
$871K 0.3%
19,268
75
$844K 0.29%
+28,330
1 2
3
4 5