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
$202M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$561K
3
+$447K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$444K
5
BABA icon
Alibaba
BABA
+$424K

Top Sells

1
+$2.69M
2
+$2.45M
3
+$2.23M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$1.96M
5
IYF icon
iShares US Financials ETF
IYF
+$1.96M

Sector Composition

1 Technology 18.44%
2 Industrials 9.7%
3 Financials 8.81%
4 Communication Services 7.81%
5 Healthcare 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.19%
3,928
102
$370K 0.18%
5,830
+228
103
$362K 0.18%
1,641
-6,011
104
$358K 0.18%
8,132
105
$358K 0.18%
9,183
-1,607
106
$356K 0.18%
721
107
$348K 0.17%
12,040
+320
108
$343K 0.17%
+7,651
109
$339K 0.17%
11,713
+2,928
110
$337K 0.17%
4,782
+245
111
$335K 0.17%
3,500
112
$334K 0.17%
10,424
+3,890
113
$313K 0.15%
7,200
+303
114
$313K 0.15%
5,821
-1,285
115
$311K 0.15%
862
116
$307K 0.15%
8,709
-3,213
117
$304K 0.15%
4,367
+319
118
$302K 0.15%
5,713
119
$295K 0.15%
4,540
120
$284K 0.14%
2,594
121
$282K 0.14%
3,425
122
$275K 0.14%
1,891
-5,318
123
$271K 0.13%
1,843
124
$271K 0.13%
3,001
125
$255K 0.13%
3,559
3 4
5
6 7