KF
KKM Financial Portfolio holdings
AUM
$288M
This Quarter Return
+1.12%
1 Year Return
+18.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(+19%)
Cap. Flow
+$39.2M
Cap. Flow
% of AUM
16.35%
Top 10 Holdings %
Top 10 Hldgs %
26.77%
Holding
160
New
19
Increased
59
Reduced
25
Closed
10
Top Buys
| 1 |
ESN
Essential 40 Stock ETF
ESN
|
$8.77M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
$2.91M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.85M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
$2.79M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$2.46M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$900K |
| 2 |
Bank of America
BAC
|
$673K |
| 3 |
iShares US Technology ETF
IYW
|
$581K |
| 4 |
CrowdStrike
CRWD
|
$561K |
| 5 |
iShares US Transportation ETF
IYT
|
$554K |
Sector Composition
| 1 | Technology | 16.26% |
| 2 | Industrials | 8.81% |
| 3 | Financials | 8.08% |
| 4 | Communication Services | 7.42% |
| 5 | Healthcare | 5.63% |
