KF
KKM Financial Portfolio holdings
AUM
$288M
This Quarter Return
+9.58%
1 Year Return
+18.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$205M
AUM Growth
+$205M
(+29%)
Cap. Flow
+$41.7M
Cap. Flow
% of AUM
20.31%
Top 10 Holdings %
Top 10 Hldgs %
23.74%
Holding
148
New
23
Increased
55
Reduced
28
Closed
4
Top Buys
| 1 |
iShares Semiconductor ETF
SOXX
|
$5.27M |
| 2 |
iShares US Transportation ETF
IYT
|
$4.01M |
| 3 |
iShares Expanded Tech Sector ETF
IGM
|
$3.78M |
| 4 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$3.42M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$2.67M |
Top Sells
| 1 |
Amazon
AMZN
|
$2.39M |
| 2 |
Meta Platforms (Facebook)
META
|
$1.94M |
| 3 |
Xylem
XYL
|
$1.55M |
| 4 |
International Paper
IP
|
$1.45M |
| 5 |
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% |
