KCM

KM Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 18.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$203M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$2.33M
3
+$1.53M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$1.18M
5
IWB icon
iShares Russell 1000 ETF
IWB
+$1.01M

Top Sells

1
+$3.92M
2
+$2.77M
3
+$1.88M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.6M
5
MEAR icon
BlackRock Short Maturity Municipal Bond ETF
MEAR
+$1.46M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.77%
16,548
-1,203
27
$1.42M 0.7%
55,025
28
$1.2M 0.59%
30,010
-9,237
29
$1.18M 0.58%
40,123
+493
30
$1.17M 0.58%
12,225
-2,407
31
$1.06M 0.53%
39,683
+9,961
32
$975K 0.48%
10,384
-5,390
33
$760K 0.38%
14,992
-2,533
34
$646K 0.32%
10,134
-1,203
35
$630K 0.31%
12,523
-29,194
36
$587K 0.29%
11,215
+4,610
37
$541K 0.27%
871
-274
38
$498K 0.25%
+4,763
39
$497K 0.25%
8,919
+67
40
$475K 0.23%
+9,125
41
$475K 0.23%
19,809
-4,355
42
$459K 0.23%
14,800
43
$410K 0.2%
8,509
+1,838
44
$367K 0.18%
4,753
-124
45
$353K 0.17%
+15,373
46
$351K 0.17%
4,929
+43
47
$346K 0.17%
10,014
+1,314
48
$308K 0.15%
3,874
+28
49
$306K 0.15%
3,355
-261
50
$294K 0.15%
10,066
-8,048
1
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