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
$240M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.77M
2
+$2.91M
3
+$2.85M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.79M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.46M

Top Sells

1
+$900K
2
+$673K
3
+$581K
4
CRWD icon
CrowdStrike
CRWD
+$561K
5
IYT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$736K 0.31%
5,062
-46
77
$715K 0.3%
12,340
78
$703K 0.29%
15,872
+8,221
79
$699K 0.29%
9,231
80
$669K 0.28%
1,137
81
$643K 0.27%
5,606
82
$627K 0.26%
13,731
83
$626K 0.26%
7,959
-192
84
$601K 0.25%
2,025
85
$584K 0.24%
4,242
86
$577K 0.24%
7,380
+617
87
$560K 0.23%
8,538
+779
88
$559K 0.23%
11,445
+5,732
89
$548K 0.23%
4,195
+1,850
90
$546K 0.23%
+4,011
91
$543K 0.23%
13,116
92
$537K 0.22%
9,074
93
$534K 0.22%
+8,341
94
$534K 0.22%
12,145
-15,315
95
$522K 0.22%
2,521
96
$487K 0.2%
4,200
-134
97
$478K 0.2%
+5,277
98
$476K 0.2%
7,757
+716
99
$462K 0.19%
9,568
100
$459K 0.19%
6,061
2 3
4
5 6