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
101
$499K 0.17%
9,528
102
$483K 0.17%
3,737
-407
103
$474K 0.16%
3,510
104
$460K 0.16%
5,872
-1,509
105
$451K 0.16%
6,375
106
$444K 0.15%
9,224
-152
107
$440K 0.15%
6,794
-1,743
108
$440K 0.15%
9,295
109
$423K 0.15%
4,500
110
$421K 0.15%
1,442
-29
111
$411K 0.14%
6,850
-763
112
$408K 0.14%
726
113
$400K 0.14%
2,049
114
$387K 0.13%
+12,005
115
$384K 0.13%
1,313
-33
116
$380K 0.13%
3,350
-50
117
$369K 0.13%
2,554
-40
118
$365K 0.13%
11,302
-228
119
$345K 0.12%
872
120
$342K 0.12%
2,268
-499
121
$338K 0.12%
+3,610
122
$328K 0.11%
3,456
-1,032
123
$325K 0.11%
11,247
-2,337
124
$324K 0.11%
7,354
-80
125
$316K 0.11%
1,733
3 4
5
6 7