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
$205M
AUM Growth
+$46.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.67M
3
+$2.63M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$2.41M
5
IYT icon
iShares US Transportation ETF
IYT
+$2.38M

Top Sells

1
+$2.39M
2
+$1.94M
3
+$1.55M
4
IP icon
International Paper
IP
+$1.45M
5
NVDA icon
NVIDIA
NVDA
+$1.08M

Sector Composition

1 Technology 14.84%
2 Industrials 8.51%
3 Financials 7.73%
4 Healthcare 6.57%
5 Communication Services 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$453K 0.22%
9,074
-110
102
$429K 0.21%
5,726
103
$414K 0.2%
+4,621
104
$405K 0.2%
3,510
105
$403K 0.2%
6,589
106
$403K 0.2%
9,568
107
$397K 0.19%
+3,481
108
$394K 0.19%
+6,176
109
$393K 0.19%
2,049
110
$393K 0.19%
1,394
111
$392K 0.19%
10,398
-3,745
112
$388K 0.19%
+1,525
113
$381K 0.19%
10,604
-610
114
$376K 0.18%
+1,388
115
$369K 0.18%
11,476
+2,744
116
$366K 0.18%
8,132
-1,500
117
$345K 0.17%
716
118
$318K 0.16%
5,546
119
$309K 0.15%
+4,836
120
$306K 0.15%
854
-200
121
$299K 0.15%
4,489
122
$298K 0.15%
+12,122
123
$296K 0.14%
3,500
124
$291K 0.14%
1,843
125
$290K 0.14%
3,425
2 3 4
5
6