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
101
$20K ﹤0.01%
10,000
102
$19K ﹤0.01%
12,905
103
-1,122
104
-3,345
105
-4,344
106
-9,402
107
-11,700
108
-16,400
109
-10,000