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
$205M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.67M
3
+$2.63M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.41M
5
IYT icon
iShares US Transportation ETF
IYT
+$2.38M

Top Sells

1
+$2.39M
2
+$1.94M
3
+$1.55M
4
IP icon
International Paper
IP
+$1.45M
5
NVDA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$694K 0.34%
+7,473
77
$691K 0.34%
9,231
78
$689K 0.34%
8,437
+4,567
79
$689K 0.34%
+14,497
80
$681K 0.33%
12,069
81
$652K 0.32%
10,928
+6,963
82
$650K 0.32%
4,927
83
$637K 0.31%
9,612
+5,922
84
$634K 0.31%
13,731
85
$627K 0.31%
4,242
86
$624K 0.3%
10,371
-63
87
$587K 0.29%
4,542
-12,018
88
$580K 0.28%
3,300
+2,300
89
$550K 0.27%
13,090
90
$543K 0.26%
5,347
91
$537K 0.26%
13,116
92
$534K 0.26%
+8,357
93
$511K 0.25%
972
94
$501K 0.24%
13,999
+1,000
95
$492K 0.24%
7,103
+1,159
96
$481K 0.23%
828
+5
97
$477K 0.23%
11,528
+2,642
98
$472K 0.23%
2,521
99
$461K 0.22%
2,025
100
$455K 0.22%
2,917
-15
2 3
4
5 6