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
76
$486K 0.31%
+4,267
77
$485K 0.31%
+13,116
78
$464K 0.29%
+972
79
$464K 0.29%
+9,184
80
$456K 0.29%
+14,143
81
$437K 0.28%
+823
82
$432K 0.27%
+7,118
83
$413K 0.26%
+1,394
84
$403K 0.25%
+5,944
85
$402K 0.25%
+12,999
86
$399K 0.25%
+2,932
87
$396K 0.25%
+2,521
88
$392K 0.25%
+9,632
89
$388K 0.24%
+6,589
90
$379K 0.24%
+2,025
91
$369K 0.23%
+3,510
92
$369K 0.23%
+2,049
93
$362K 0.23%
+11,214
94
$361K 0.23%
+5,726
95
$360K 0.23%
+9,568
96
$348K 0.22%
+8,886
97
$316K 0.2%
+1,054
98
$305K 0.19%
+716
99
$291K 0.18%
+4,503
100
$286K 0.18%
+3,425
1 2 3
4
5