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
151
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154
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155
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156
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157
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-8,729
158
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159
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-15,736
160
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3 4 5 6
7