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
126
$309K 0.11%
3,843
127
$297K 0.1%
2,220
128
$296K 0.1%
5,931
129
$292K 0.1%
19,428
+2,600
130
$276K 0.1%
3,425
131
$276K 0.1%
3,001
132
$275K 0.1%
2,500
133
$275K 0.1%
+6,728
134
$272K 0.09%
5,209
135
$270K 0.09%
1,158
136
$269K 0.09%
884
137
$268K 0.09%
881
138
$264K 0.09%
1,843
139
$256K 0.09%
4,540
140
$252K 0.09%
3,603
141
$250K 0.09%
1,479
-523
142
$249K 0.09%
5,631
143
$248K 0.09%
4,920
-507
144
$245K 0.09%
3,367
145
$243K 0.08%
+1,376
146
$242K 0.08%
3,000
147
$237K 0.08%
3,468
-312
148
$224K 0.08%
508
149
$216K 0.08%
533
-295
150
$207K 0.07%
+740
3 4 5
6
7