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
$340M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$8.96M
2
+$7.87M
3
+$7.08M
4
GE icon
GE Aerospace
GE
+$6.88M
5
ORCL icon
Oracle
ORCL
+$6.42M

Top Sells

1
+$10.4M
2
+$8.92M
3
+$6.45M
4
JPM icon
JPMorgan Chase
JPM
+$5.04M
5
BAC icon
Bank of America
BAC
+$4.52M

Sector Composition

1 Financials 24.2%
2 Industrials 19.1%
3 Technology 14.12%
4 Consumer Discretionary 14.04%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$84K 0.02%
10,900
77
$74K 0.02%
3,100
78
$22K 0.01%
1,000
-364
79
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-5,026
80
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-9,925
81
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-4,950
82
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-4,228
83
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-2,494
84
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-3,372
85
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-10,000
86
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-13,292
1 2 3
4