KCM

KM Capital Management Portfolio holdings

AUM $216M
1-Year Est. Return 15.3%
This Quarter Est. Return
1 Year Est. Return
+15.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$7.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.6M
3
+$3.29M
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$1.96M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.48M

Top Sells

1
+$6.78M
2
+$3.02M
3
+$2.63M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$2.36M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$2.23M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 0.76%
39,247
27
$1.37M 0.74%
+55,025
28
$1.33M 0.72%
17,751
+4,819
29
$1.18M 0.63%
14,632
-460
30
$1.04M 0.56%
4,065
+2,295
31
$1.04M 0.56%
39,630
+497
32
$932K 0.5%
+17,268
33
$889K 0.48%
17,525
-2,827
34
$781K 0.42%
29,722
-17,259
35
$677K 0.37%
11,337
-2,898
36
$643K 0.35%
+1,145
37
$556K 0.3%
24,164
-1,795
38
$498K 0.27%
8,852
+3,097
39
$454K 0.24%
+18,114
40
$434K 0.23%
+14,800
41
$381K 0.21%
3,610
-20,945
42
$361K 0.19%
+6,392
43
$340K 0.18%
4,877
-1,870
44
$337K 0.18%
6,605
+1,537
45
$324K 0.17%
4,886
+369
46
$319K 0.17%
3,853
-3,190
47
$315K 0.17%
+3,616
48
$304K 0.16%
3,846
+18
49
$292K 0.16%
6,671
-9,280
50
$272K 0.15%
+8,700
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