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
51
$1.24M 0.29%
14,991
+851
52
$1.22M 0.29%
9,635
+31
53
$1.19M 0.28%
51,800
54
$1.18M 0.28%
7,210
+228
55
$1.14M 0.27%
11,890
+1,150
56
$951K 0.22%
4,120
-95
57
$932K 0.22%
5,705
+1,122
58
$927K 0.22%
9,586
+546
59
$852K 0.2%
12,975
60
$803K 0.19%
3,008
-20
61
$758K 0.18%
11,850
-63
62
$655K 0.15%
8,666
+300
63
$651K 0.15%
16,131
+42
64
$584K 0.14%
5,170
+30
65
$573K 0.13%
15,500
66
$551K 0.13%
10,054
+1,200
67
$549K 0.13%
13,000
68
$539K 0.13%
3,035
+607
69
$531K 0.12%
37,046
+12,501
70
$525K 0.12%
9,373
-990
71
$506K 0.12%
19,616
+9,609
72
$502K 0.12%
4,457
73
$459K 0.11%
6,273
74
$437K 0.1%
4,702
-1,260
75
$425K 0.1%
1,101
+256
1 2
3
4 5