KA

KLCM Advisors Portfolio holdings

AUM $941M
1-Year Est. Return 21.32%
This Quarter Est. Return
1 Year Est. Return
+21.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
-$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$2.15M
3
+$1.98M
4
UNH icon
UnitedHealth
UNH
+$1.64M
5
T icon
AT&T
T
+$1.6M

Top Sells

1
+$3.52M
2
+$1.92M
3
+$743K
4
MTG icon
MGIC Investment
MTG
+$649K
5
ATI icon
ATI
ATI
+$631K

Sector Composition

1 Industrials 19.43%
2 Healthcare 16.26%
3 Financials 13.71%
4 Technology 13.34%
5 Consumer Discretionary 12.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.36M 1.49%
46,043
+9,403
27
$6.3M 1.48%
74,721
+1,460
28
$6.27M 1.47%
240,985
+5,662
29
$6.12M 1.44%
190,821
+4,625
30
$5.05M 1.19%
172,335
-120,021
31
$4.75M 1.12%
117,810
+7,105
32
$3.94M 0.92%
20,201
-220
33
$3.62M 0.85%
282,072
-50,660
34
$3.51M 0.83%
37,550
35
$3.25M 0.76%
34,452
+1,084
36
$3.04M 0.71%
34,759
-8,514
37
$2.91M 0.68%
47,240
+1,802
38
$2.83M 0.66%
31,594
-1,201
39
$2.35M 0.55%
54,524
40
$2.22M 0.52%
9,537
+1,522
41
$2.15M 0.5%
+43,622
42
$1.97M 0.46%
6,089
+45
43
$1.83M 0.43%
72,915
+10,698
44
$1.78M 0.42%
56,150
+10,935
45
$1.64M 0.39%
+3,255
46
$1.49M 0.35%
14,262
+1,676
47
$1.41M 0.33%
5,298
-12
48
$1.38M 0.32%
10,262
+1,110
49
$1.32M 0.31%
9,195
+1,870
50
$1.3M 0.3%
29,624
+2,725
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