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
$848M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$8.93M
2
+$6.68M
3
+$5.34M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.99M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.11M

Top Sells

1
+$3.27M
2
+$2.3M
3
+$1.25M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$1.15M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$579K

Sector Composition

1 Technology 1.82%
2 Financials 1.72%
3 Industrials 0.64%
4 Materials 0.48%
5 Communication Services 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
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