KF

KKM Financial Portfolio holdings

AUM $563M
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$288M
AUM Growth
+$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$1.14M
3
+$1.08M
4
IBM icon
IBM
IBM
+$1.06M
5
COST icon
Costco
COST
+$1.03M

Top Sells

1
+$1.12M
2
+$436K
3
+$384K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$366K
5
IYT icon
iShares US Transportation ETF
IYT
+$361K

Sector Composition

1 Technology 17.04%
2 Financials 8.94%
3 Industrials 8.78%
4 Communication Services 8.37%
5 Healthcare 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$842K 0.29%
37,273
+855
77
$838K 0.29%
36,495
+989
78
$832K 0.29%
19,020
79
$831K 0.29%
+7,375
80
$811K 0.28%
14,262
-5,832
81
$754K 0.26%
9,306
+1,347
82
$753K 0.26%
+10,682
83
$732K 0.25%
17,242
-2,568
84
$724K 0.25%
12,909
-2,309
85
$678K 0.24%
1,753
86
$654K 0.23%
4,619
87
$646K 0.22%
2,025
88
$636K 0.22%
+6,086
89
$635K 0.22%
11,162
90
$578K 0.2%
4,094
-46
91
$564K 0.2%
908
92
$558K 0.19%
2,321
93
$555K 0.19%
3,909
-89
94
$543K 0.19%
5,834
+144
95
$543K 0.19%
7,826
-214
96
$541K 0.19%
8,683
97
$532K 0.18%
8,096
+45
98
$531K 0.18%
3,942
99
$507K 0.18%
6,848
-1,138
100
$503K 0.18%
4,918
2 3
4
5 6