KF
KKM Financial Portfolio holdings
AUM
$318M
1-Year Est. Return
20.08%
1 Year Est. Return
+20.08%
AUM
$288M
AUM Growth
+$51M
(+22%)
Holding
158
Top Buys
| 1 | +$1.46M | |
| 2 | +$1.37M | |
| 3 | +$1.23M | |
| 4 |
IBM
IBM
|
+$1.21M |
| 5 |
JPMorgan Chase
JPM
|
+$1.14M |
Top Sells
| 1 | +$1.34M | |
| 2 | +$548K | |
| 3 | +$427K | |
| 4 |
iShares Expanded Tech Sector ETF
IGM
|
+$424K |
| 5 |
iShares US Transportation ETF
IYT
|
+$386K |
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 | |
|---|---|---|---|---|---|---|
151
ASP Isotopes
ASPI
$897M
| $88.3K | 0.03% |
12,000
|
|
||
152
Dominari Holdings
DOMH
$79.7M
| $75.9K | 0.03% |
+13,954
|
|
||
|
PNST
153
DELISTED
Pinstripes Holdings, Inc.
PNST
| $7.62K | ﹤0.01% |
144,912
|
|
||
154
iShares US Regional Banks ETF
IAT
$663M
| – | – |
-5,433
|
|
||
155
International Paper
IP
$19.7B
| – | – |
-4,233
|
|
||
156
Invesco Energy Exploration & Production ETF
PXE
$73.2M
| – | – |
-10,089
|
|
||
157
T-Mobile US
TMUS
$242B
| – | – |
-864
|
|
||
158
Tractor Supply
TSCO
$29.3B
| – | – |
-3,645
|
|