KA

KLCM Advisors Portfolio holdings

AUM $1B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451M
AUM Growth
+$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$9.97M
3
+$6.79M
4
DOW icon
Dow Inc
DOW
+$3.58M
5
ATI icon
ATI
ATI
+$3.5M

Top Sells

1
+$2.74M
2
+$1.14M
3
+$1M
4
JPM icon
JPMorgan Chase
JPM
+$938K
5
AAPL icon
Apple
AAPL
+$934K

Sector Composition

1 Financials 20.02%
2 Technology 16.06%
3 Healthcare 14.53%
4 Industrials 14.21%
5 Communication Services 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.64M 0.81%
472,440
+7,940
27
$3.35M 0.74%
56,522
+3,779
28
$2.9M 0.64%
53,852
+14,439
29
$2.86M 0.63%
24,740
-100
30
$2.67M 0.59%
45,214
+16,050
31
$2.63M 0.58%
28,532
+15,390
32
$2.53M 0.56%
34,416
-12,724
33
$2.28M 0.51%
161,185
-70,707
34
$2.12M 0.47%
6,495
+2,289
35
$1.97M 0.44%
13,526
-595
36
$1.66M 0.37%
53,946
37
$1.51M 0.33%
34,553
+19,463
38
$1.36M 0.3%
9,805
-99
39
$1.34M 0.3%
9,797
+30
40
$1.22M 0.27%
7,749
-1,272
41
$1.22M 0.27%
14,367
+3,599
42
$1.16M 0.26%
9,304
-225
43
$1.14M 0.25%
5,573
44
$1.07M 0.24%
149,615
45
$1.02M 0.23%
+12,975
46
$1.01M 0.22%
6,820
+3,414
47
$946K 0.21%
51,200
48
$837K 0.19%
9,455
-850
49
$831K 0.18%
4,206
-116
50
$815K 0.18%
3,599
-215
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2
3 4 5