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
51
$288K 0.14%
+1,660
52
$267K 0.13%
7,560
53
$265K 0.13%
6,277
+29
54
$255K 0.13%
+4,016
55
$223K 0.11%
735
-91
56
$222K 0.11%
+5,205
57
– –
-6,392
58
– –
-3,853
59
– –
-3,610
60
– –
-2,555
1 2
3