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
$779M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$9.61M
3
+$8.26M
4
NEM icon
Newmont
NEM
+$7.95M
5
KVUE icon
Kenvue
KVUE
+$7.82M

Top Sells

1
+$14M
2
+$11.3M
3
+$9.14M
4
JPM icon
JPMorgan Chase
JPM
+$2.41M
5
ATI icon
ATI
ATI
+$1.88M

Sector Composition

1 Technology 25.49%
2 Industrials 14.56%
3 Financials 13.27%
4 Healthcare 13.11%
5 Energy 9.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$27.9K ﹤0.01%
10,000
152
$25.4K ﹤0.01%
21,000
-9,300
153
$15.2K ﹤0.01%
23,000
154
$12K ﹤0.01%
10,000
155
$240 ﹤0.01%
30,000
156
– –
-1,500
157
– –
-1,000
158
– –
-700
159
– –
-1,358
160
– –
-522,891
3 4 5 6
7