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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
1
$39.7M 18.35%
547,979
-19,621
2
$27.2M 12.58%
186,838
-24,715
3
$15M 6.95%
90,509
-9,599
4
$13.7M 6.33%
296,820
-7,214
5
$12M 5.53%
19,934
-1,207
6
$9.72M 4.49%
164,122
-18,949
7
$8.22M 3.8%
124,742
+96,950
8
$6.57M 3.04%
243,633
+86,438
9
$6.24M 2.89%
90,376
-1,610
10
$6.23M 2.88%
18,706
-949
11
$6.04M 2.79%
122,849
+56,395
12
$6.01M 2.78%
30,875
-1,318
13
$5.46M 2.52%
144,102
-3,685
14
$4.43M 2.05%
60,925
+7,187
15
$4.25M 1.96%
64,897
-26,412
16
$4.21M 1.95%
47,250
17
$4.08M 1.89%
80,006
+16,055
18
$3.24M 1.5%
8,858
-20
19
$2.55M 1.18%
28,567
+8,938
20
$2.43M 1.12%
24,996
-5,515
21
$2.26M 1.04%
58,540
-1,930
22
$2.26M 1.04%
34,699
-914
23
$1.98M 0.91%
6,423
-691
24
$1.95M 0.9%
+9,331
25
$1.89M 0.88%
16,639
-14,208
1
2 3