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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
51
$242K 0.11%
736
+1
52
$225K 0.1%
2,725
-2,028
53
– –
-6,277
54
– –
-8,509
55
– –
-4,016
56
– –
-19,809
57
– –
-10,066
1 2
3