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
101
$451K 0.19%
3,510
102
$438K 0.18%
+1,471
103
$434K 0.18%
3,928
104
$431K 0.18%
828
105
$430K 0.18%
8,683
106
$423K 0.18%
5,830
107
$414K 0.17%
13,999
108
$414K 0.17%
11,546
-221
109
$410K 0.17%
6,589
110
$406K 0.17%
2,049
111
$404K 0.17%
1,394
112
$393K 0.16%
+1,558
113
$388K 0.16%
+2,709
114
$380K 0.16%
721
115
$367K 0.15%
4,500
116
$355K 0.15%
3,500
117
$353K 0.15%
13,582
+1,869
118
$347K 0.14%
8,132
119
$336K 0.14%
7,200
120
$329K 0.14%
9,146
-37
121
$315K 0.13%
4,782
122
$309K 0.13%
858
-4
123
$302K 0.13%
8,425
-991
124
$297K 0.12%
3,425
125
$296K 0.12%
+3,321
3 4
5
6 7