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
$392M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$3M
2 +$2.3M
3 +$2.18M
4
KMI icon
Kinder Morgan
KMI
+$1.56M
5
MOD icon
Modine Manufacturing
MOD
+$1.36M

Top Sells

1 +$7.04M
2 +$6.63M
3 +$3.67M
4
C icon
Citigroup
C
+$387K
5
UPS icon
United Parcel Service
UPS
+$347K

Sector Composition

1 Financials 20.77%
2 Industrials 14.81%
3 Healthcare 14.59%
4 Technology 14.47%
5 Communication Services 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-52,380
102
-4,500