KF
KKM Financial Portfolio holdings
AUM
$563M
1-Year Est. Return
25.97%
This Fund
S&P 500
1 Year Est. Return
+25.97%
AUM
$318M
AUM Growth
+$30.4M
(+11%)
Holding
158
Top Sells
| 1 | +$4.02M | |
| 2 | +$2.53M | |
| 3 | +$2.24M | |
| 4 |
NVIDIA
NVDA
|
+$2.09M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.96M |
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
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.65B
| – | – |
-1,479
|
|
||
152
Robinhood
HOOD
$69.4B
| – | – |
-3,610
|
|
||
153
Honeywell
HON
$149B
| – | – |
-1,158
|
|
||
154
SPDR Gold Trust
GLD
$182B
| – | – |
-884
|
|
||
155
iShares MSCI Spain ETF
EWP
$1.76B
| – | – |
-7,354
|
|
||
156
Bain Capital Specialty
BCSF
$821M
| – | – |
-19,428
|
|
||
157
Broadcom
AVGO
$1.57T
| – | – |
-8,140
|
|
||
158
Arista Networks
ANET
$167B
| – | – |
-4,918
|
|