KF
KKM Financial Portfolio holdings
AUM $237M
AUM
$237M
AUM Growth
-$3.38M (-1%)
Cap. Flow
+$5.17M
Cap. Flow % of AUM
2.18%
Top 10 Holdings %Top 10 Hldgs %
25.94%
Holding
155
New
5
Increased
48
Reduced
68
Closed
7
Top Buys
| 1 | $2.24M | |
| 2 | $1.68M | |
| 3 | $1.62M | |
| 4 | $1.18M | |
| 5 | $671K |
Top Sells
| 1 | $685K | |
| 2 | $651K | |
| 3 | $564K | |
| 4 | $555K | |
| 5 | $523K |
Sector Composition
| 1 | Technology | 15.19% |
| 2 | Financials | 8.48% |
| 3 | Industrials | 8.17% |
| 4 | Communication Services | 7.45% |
| 5 | Healthcare | 6.8% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -6,344 | Closed | – | |||
| $0 | 0% | 0 -1,550 | Closed | – | |||
| $0 | 0% | 0 -1,558 | Closed | – | |||
| $0 | 0% | 0 -3,321 | Closed | – | |||
| $0 | 0% | 0 -4,445 | Closed | – |
