KF
KKM Financial Portfolio holdings
AUM
$288M
1-Year Est. Return
18.38%
1 Year Est. Return
+18.38%
AUM
$237M
AUM Growth
-$3.38M
(-1.4%)
Holding
155
Top Buys
| 1 | +$2.24M | |
| 2 | +$1.68M | |
| 3 | +$1.62M | |
| 4 |
CVS Health
CVS
|
+$1.18M |
| 5 |
Super Micro Computer
SMCI
|
+$671K |
Top Sells
| 1 | +$1.6M | |
| 2 | +$685K | |
| 3 | +$651K | |
| 4 |
Oracle
ORCL
|
+$564K |
| 5 |
Costco
COST
|
+$555K |
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 |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
First Trust Nasdaq Transportation ETF
FTXR
$36.5M
| – | – |
-6,344
|
|
||
152
iShares Biotechnology ETF
IBB
$6.62B
| – | – |
-1,550
|
|
||
153
Lowe's Companies
LOW
$132B
| – | – |
-1,558
|
|
||
154
Materials Select Sector SPDR Fund
XLB
$5.45B
| – | – |
-3,321
|
|
||
155
Solventum
SOLV
$12.8B
| – | – |
-4,445
|
|