KF
KKM Financial Portfolio holdings
AUM
$318M
1-Year Est. Return
20.08%
1 Year Est. Return
+20.08%
AUM
$318M
AUM Growth
+$30.4M
(+11%)
Holding
158
Top Buys
| 1 | +$1.97M | |
| 2 | +$1.49M | |
| 3 | +$1.33M | |
| 4 |
Ford
F
|
+$1.14M |
| 5 |
UnitedHealth
UNH
|
+$1.14M |
Top Sells
| 1 | +$4.18M | |
| 2 | +$2.65M | |
| 3 | +$2.24M | |
| 4 |
NVIDIA
NVDA
|
+$2.24M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.04M |
Sector Composition
| 1 | Technology | 17.63% |
| 2 | Industrials | 9.93% |
| 3 | Financials | 9.08% |
| 4 | Communication Services | 8.88% |
| 5 | Healthcare | 7.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Thermo Fisher Scientific
TMO
$232B
| – | – |
-533
|
|
||
152
iShares MSCI Turkey ETF
TUR
$278M
| – | – |
-11,302
|
|
||
153
Unum
UNM
$12.7B
| – | – |
-3,000
|
|
||
154
Vanguard Small-Cap Value ETF
VBR
$34.2B
| – | – |
-2,049
|
|
||
155
Vanguard Mid-Cap ETF
VO
$94.4B
| – | – |
-740
|
|
||
156
Watsco Inc
WSO
$15.5B
| – | – |
-508
|
|
||
157
State Street Health Care Select Sector SPDR ETF
XLV
$41.1B
| – | – |
-3,942
|
|
||
|
PNST
158
DELISTED
Pinstripes Holdings, Inc.
PNST
| – | – |
-144,912
|
|