KBFS

Kohmann Bosshard Financial Services Portfolio holdings

AUM $976M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$976M
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1 +$3.41M
2 +$2.77M
3 +$2.56M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$2.18M
5
AAPL icon
Apple
AAPL
+$1.76M

Top Sells

1 +$5.41M
2 +$4.61M
3 +$3.88M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.44M

Sector Composition

1 Technology 2.86%
2 Financials 1.74%
3 Communication Services 0.89%
4 Industrials 0.69%
5 Consumer Discretionary 0.66%

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