KF
KKM Financial Portfolio holdings
AUM
$288M
This Quarter Return
+11.74%
1 Year Return
+18.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
–
Cap. Flow
+$159M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
26.75%
Holding
125
New
125
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$7.44M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$5.19M |
| 3 |
Microsoft
MSFT
|
$4.84M |
| 4 |
Amazon
AMZN
|
$4.75M |
| 5 |
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% |
