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
76
$421K 0.1%
1,262
77
$413K 0.1%
3,100
+200
78
$412K 0.1%
25,000
79
$399K 0.09%
845
+150
80
$392K 0.09%
1,422
+416
81
$391K 0.09%
+9,318
82
$390K 0.09%
1,862
83
$387K 0.09%
7,312
-75
84
$379K 0.09%
2,447
+986
85
$368K 0.09%
1,667
-21
86
$367K 0.09%
4,647
87
$353K 0.08%
5,401
+4
88
$350K 0.08%
4,987
+94
89
$350K 0.08%
9,742
90
$344K 0.08%
8,918
+974
91
$344K 0.08%
3,600
92
$341K 0.08%
2,081
93
$337K 0.08%
9,651
+3,973
94
$332K 0.08%
11,645
-1,733
95
$320K 0.08%
1,245
+8
96
$316K 0.07%
28,224
+6,250
97
$307K 0.07%
3,223
+962
98
$294K 0.07%
4,779
+1,000
99
$286K 0.07%
+2,792
100
$284K 0.07%
3,236
+100
1 2 3
4
5