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
126
$294K 0.12%
4,445
+78
127
$288K 0.12%
3,400
-600
128
$281K 0.12%
+1,950
129
$270K 0.11%
+5,427
130
$267K 0.11%
1,843
131
$265K 0.11%
+5,942
132
$265K 0.11%
4,540
133
$262K 0.11%
1,158
134
$255K 0.11%
881
135
$247K 0.1%
3,001
136
$245K 0.1%
13,978
137
$241K 0.1%
+4,788
138
$241K 0.1%
508
139
$236K 0.1%
3,367
-192
140
$232K 0.1%
4,314
141
$231K 0.1%
7,434
-1,275
142
$224K 0.09%
2,594
143
$219K 0.09%
+3,000
144
$218K 0.09%
6,344
-4,080
145
$214K 0.09%
884
146
$209K 0.09%
+882
147
$209K 0.09%
1,733
148
$205K 0.09%
1,550
-341
149
$78.1K 0.03%
17,250
-5,350
150
$57.2K 0.02%
144,912
3 4 5
6
7