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KCM

KM Capital Management Portfolio holdings

AUM $149M
1-Year Est. Return 18.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$6.05M
2
+$2.71M
3
+$2.28M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.84M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$818K

Top Sells

1
+$3.47M
2
+$1.69M
3
+$1.58M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$1.53M
5
DFUS
Dimensional US Equity ETF
DFUS
+$1.37M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.75%
15,822
-726
27
$1.59M 0.73%
58,188
+18,505
28
$1.46M 0.68%
14,007
+1,782
29
$1.45M 0.67%
55,025
30
$1.22M 0.56%
38,763
-1,360
31
$1.15M 0.53%
26,690
-3,320
32
$1.14M 0.53%
10,683
+5,920
33
$1.1M 0.51%
16,283
-14,267
34
$743K 0.34%
13,429
+2,214
35
$706K 0.33%
13,903
-1,089
36
$610K 0.28%
8,909
-1,225
37
$581K 0.27%
6,110
-4,274
38
$524K 0.24%
783
-88
39
$513K 0.24%
8,988
+69
40
$484K 0.22%
14,800
41
$481K 0.22%
9,516
-3,007
42
$364K 0.17%
6,426
-2,699
43
$355K 0.16%
15,373
44
$334K 0.15%
3,355
45
$324K 0.15%
8,913
-1,101
46
$312K 0.14%
4,261
-668
47
$312K 0.14%
3,903
+29
48
$310K 0.14%
6,612
+1,407
49
$287K 0.13%
1,465
-195
50
$285K 0.13%
7,560
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