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
$406M
AUM Growth
-$323K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$6.68M
3 +$510K
4
UPS icon
United Parcel Service
UPS
+$427K
5
KSS icon
Kohl's
KSS
+$376K

Top Sells

1 +$7.35M
2 +$6.7M
3 +$5.32M
4
DD icon
DuPont de Nemours
DD
+$4.01M
5
MTG icon
MGIC Investment
MTG
+$531K

Sector Composition

1 Financials 20.05%
2 Healthcare 15.03%
3 Industrials 14.72%
4 Technology 13.75%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-346,737
102
-108