KCM

KLK Capital Management Portfolio holdings

AUM $74.7M
1-Year Est. Return 13.54%
This Quarter Est. Return
1 Year Est. Return
+13.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$100M
AUM Growth
-$4.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.44M
3
+$1.07M
4
NKE icon
Nike
NKE
+$898K
5
JPM icon
JPMorgan Chase
JPM
+$861K

Top Sells

1
+$2.6M
2
+$2.33M
3
+$1.46M
4
ORLY icon
O'Reilly Automotive
ORLY
+$1.41M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$1.34M

Sector Composition

1 Technology 17.23%
2 Financials 16.39%
3 Consumer Discretionary 6.92%
4 Communication Services 5.51%
5 Healthcare 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.21%
+3,545
52
$172K 0.17%
21,805
53
– –
-9,287
54
– –
-9,836
55
– –
-29,925
56
– –
-39,888
57
– –
-31,761
1 2
3