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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
$149M
AUM Growth
-$47.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$8.08M
3
+$5.31M
4
CORO
iShares International Country Rotation Active ETF
CORO
+$2.18M
5
HIMU
iShares High Yield Muni Active ETF
HIMU
+$344K

Top Sells

1
+$21.9M
2
+$13.5M
3
+$13.3M
4
BRHY
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
+$5.08M
5
OEF icon
iShares S&P 100 ETF
OEF
+$4.89M

Sector Composition

1 Energy 0.03%
2 Technology 0.02%
3 Financials 0.02%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQT icon
76
EQT Corp
EQT
$32.9B
$2.35K ﹤0.01%
+42
EFG icon
77
iShares MSCI EAFE Growth ETF
EFG
$16.8B
– –
-14,591
EMXC icon
78
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.7B
– –
-12,195
FNDF icon
79
Schwab Fundamental International Large Company Index ETF
FNDF
$24B
– –
-26,690
IAU icon
80
iShares Gold Trust
IAU
$64B
– –
-70,432
IEV icon
81
iShares Europe ETF
IEV
$1.65B
– –
-48,858
ITA icon
82
iShares US Aerospace & Defense ETF
ITA
$14.8B
– –
-14,328
ITOT icon
83
iShares Core S&P Total US Stock Market ETF
ITOT
$93.6B
– –
-147,271
IVV icon
84
iShares Core S&P 500 ETF
IVV
$872B
– –
-939
IWB icon
85
iShares Russell 1000 ETF
IWB
$48.7B
– –
-9,033
IWL icon
86
iShares Russell Top 200 ETF
IWL
$2.18B
– –
-77,787
IYJ icon
87
iShares US Industrials ETF
IYJ
$1.87B
– –
-3,444
IYR icon
88
iShares US Real Estate ETF
IYR
$4.85B
– –
-24,974
IYW icon
89
iShares US Technology ETF
IYW
$26.7B
– –
-7,178
MUB icon
90
iShares National Muni Bond ETF
MUB
$45.7B
– –
-11,077
OEF icon
91
iShares S&P 100 ETF
OEF
$19.9B
– –
-14,266
ONEQ icon
92
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.5B
– –
-27,564
TLT icon
93
iShares 20+ Year Treasury Bond ETF
TLT
$39.9B
– –
-33,048
VTI icon
94
Vanguard Total Stock Market ETF
VTI
$654B
– –
-739
VV icon
95
Vanguard Large-Cap ETF
VV
$52.3B
– –
-6,400
BRHY
96
BlackRock ETF Trust II iShares High Yield Active ETF
BRHY
$123M
– –
-104,332
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