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
$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
76
$347K 0.08%
+3,799
77
$347K 0.08%
1,846
-285
78
$340K 0.08%
4,932
-184
79
$319K 0.07%
1,556
-200
80
$319K 0.07%
65,812
-565,198
81
$317K 0.07%
4,883
82
$297K 0.07%
1,153
-44
83
$275K 0.06%
2,900
84
$275K 0.06%
35,000
-20,000
85
$273K 0.06%
5,379
86
$265K 0.06%
3,419
87
$265K 0.06%
1,475
88
$259K 0.06%
5,216
89
$226K 0.05%
3,380
90
$222K 0.05%
+5,462
91
$219K 0.05%
+1,970
92
$218K 0.05%
1,260
-59
93
$205K 0.05%
697
-150
94
$205K 0.05%
2,180
-660
95
$204K 0.05%
+3,999
96
$202K 0.04%
+6,920
97
$202K 0.04%
675
-104
98
$172K 0.04%
+10,000
99
$156K 0.03%
16,820
-600
100
$136K 0.03%
+10,878
1 2 3
4
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