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
$283M
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$7.81M
3
+$4.1M
4
WRB icon
W.R. Berkley
WRB
+$869K
5
HTLF
Heartland Financial USA, Inc.
HTLF
+$327K

Top Sells

1
+$11.3M
2
+$10.8M
3
+$3.83M
4
C icon
Citigroup
C
+$3.66M
5
BAC icon
Bank of America
BAC
+$3.46M

Sector Composition

1 Financials 28.74%
2 Consumer Discretionary 22.26%
3 Industrials 18.88%
4 Energy 8.18%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
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