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
$202M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$561K
3
+$447K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$444K
5
BABA icon
Alibaba
BABA
+$424K

Top Sells

1
+$2.69M
2
+$2.45M
3
+$2.23M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.96M
5
IYF icon
iShares US Financials ETF
IYF
+$1.96M

Sector Composition

1 Technology 18.44%
2 Industrials 9.7%
3 Financials 8.81%
4 Communication Services 7.81%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$644K 0.32%
13,731
77
$585K 0.29%
4,334
78
$561K 0.28%
+2,000
79
$551K 0.27%
13,116
80
$549K 0.27%
2,025
81
$521K 0.26%
6,763
+3,928
82
$512K 0.25%
828
83
$511K 0.25%
2,521
84
$503K 0.25%
7,759
+2,534
85
$483K 0.24%
9,074
86
$482K 0.24%
6,061
+279
87
$473K 0.23%
6,589
88
$472K 0.23%
7,041
+359
89
$447K 0.22%
+15,736
90
$441K 0.22%
3,510
91
$434K 0.21%
9,568
92
$432K 0.21%
8,683
-4,407
93
$428K 0.21%
11,767
+1,163
94
$424K 0.21%
1,394
95
$424K 0.21%
+4,000
96
$415K 0.21%
13,999
97
$411K 0.2%
2,049
98
$393K 0.19%
4,348
-4,485
99
$382K 0.19%
2,544
-7,185
100
$380K 0.19%
9,416
-2,480
2 3
4
5 6