KCM

KM Capital Management Portfolio holdings

AUM $203M
1-Year Est. Return 12.95%
This Quarter Est. Return
1 Year Est. Return
+12.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
+$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.65M
3
+$2.55M
4
DFUS icon
Dimensional US Equity ETF
DFUS
+$1.89M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$1.71M

Top Sells

1
+$2.36M
2
+$1.15M
3
+$938K
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$615K
5
IYH icon
iShares US Healthcare ETF
IYH
+$517K

Sector Composition

1 Financials 0.47%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$944K 0.65%
41,940
+393
27
$805K 0.55%
13,412
-7,367
28
$778K 0.53%
16,832
-50,971
29
$747K 0.51%
3,179
+40
30
$688K 0.47%
34,953
+4,724
31
$421K 0.29%
12,368
-6,876
32
$342K 0.23%
7,481
-4,725
33
$319K 0.22%
16,955
+1,400
34
$297K 0.2%
5,421
+121
35
$258K 0.18%
1,214
+2
36
$250K 0.17%
+3,090
37
$226K 0.15%
1,994
+12
38
$201K 0.14%
+3,769
39
– –
-1,314
1
2