KCM
KM Capital Management Portfolio holdings
AUM
$216M
1-Year Est. Return
15.3%
1 Year Est. Return
+15.3%
AUM
$216M
AUM Growth
+$13.7M
(+6.7%)
Holding
57
Top Buys
| 1 | +$6.39M | |
| 2 | +$2.77M | |
| 3 | +$2.33M | |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$1.95M |
| 5 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$819K |
Top Sells
| 1 | +$3.6M | |
| 2 | +$1.73M | |
| 3 | +$1.62M | |
| 4 |
iShares Russell Top 200 ETF
IWL
|
+$1.59M |
| 5 |
Dimensional US Equity ETF
DFUS
|
+$1.42M |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Total Stock Market ETF
VTI
$567B
| $242K | 0.11% |
736
+1
|
|
||
52
iShares Core MSCI Total International Stock ETF
IXUS
$51B
| $225K | 0.1% |
2,725
-2,028
|
|
||
53
Dimensional US Marketwide Value ETF
DFUV
$12.9B
| – | – |
-6,277
|
|
||
54
iShares MSCI Emerging Markets ETF
EEM
$20.5B
| – | – |
-8,509
|
|
||
55
iShares MSCI EAFE Value ETF
EFV
$27.4B
| – | – |
-4,016
|
|
||
56
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.04B
| – | – |
-19,809
|
|
||
57
Schwab US Large-Cap Growth ETF
SCHG
$52.3B
| – | – |
-10,066
|
|