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
$159M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$5.19M
3
+$4.84M
4
AMZN icon
Amazon
AMZN
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$4.66M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.97%
2 Industrials 10.47%
3 Financials 8.57%
4 Consumer Discretionary 7.45%
5 Communication Services 7.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.18%
+3,870
102
$280K 0.18%
+5,546
103
$277K 0.17%
+5,773
104
$275K 0.17%
+1,843
105
$274K 0.17%
+2,908
106
$273K 0.17%
+4,489
107
$268K 0.17%
+12,222
108
$267K 0.17%
+8,732
109
$265K 0.17%
+3,166
110
$264K 0.17%
+4,615
111
$263K 0.17%
+3,500
112
$251K 0.16%
+1,251
113
$250K 0.16%
+8,697
114
$248K 0.16%
+1,000
115
$243K 0.15%
+1,158
116
$241K 0.15%
+6,682
117
$237K 0.15%
+3,965
118
$234K 0.15%
+3,968
119
$228K 0.14%
+9,725
120
$221K 0.14%
+2,594
121
$220K 0.14%
+3,690
122
$219K 0.14%
+2,345
123
$217K 0.14%
+916
124
$210K 0.13%
+3,001
125
$203K 0.13%
+3,701
1 2 3 4
5