KCM
KM Capital Management Portfolio holdings
AUM
$203M
This Quarter Return
+6.98%
1 Year Return
+12.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$101M
AUM Growth
–
Cap. Flow
+$101M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
67.56%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$15.4M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$10.7M |
| 3 |
iShares Russell Top 200 ETF
IWL
|
$9.66M |
| 4 |
Invesco QQQ Trust
QQQ
|
$8.32M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$4.88M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.53% |
| 2 | Technology | 0.48% |
| 3 | Industrials | 0.25% |
