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
51
$257K 0.14%
6,248
-1,604
52
$244K 0.13%
+7,560
53
$227K 0.12%
826
-303
54
$211K 0.11%
+2,555
55
– –
-4,950
56
– –
-5,279
57
– –
-7,414
58
– –
-6,017
59
– –
-22,687
60
– –
-66,210
1 2
3