KA

KLCM Advisors Portfolio holdings

AUM $1.16B
1-Year Est. Return 25.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$8.56M
2 +$7.67M
3 +$7.26M
4
RRC icon
Range Resources
RRC
+$2.51M
5
T icon
AT&T
T
+$1.69M

Top Sells

1 +$6.28M
2 +$1.43M
3 +$988K
4
CTRA icon
Coterra Energy
CTRA
+$478K
5
WMT icon
Walmart Inc
WMT
+$377K

Sector Composition

1 Financials 18.49%
2 Technology 16.88%
3 Industrials 15.06%
4 Healthcare 13.35%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,075
102
-15,000