KBFS

Kohmann Bosshard Financial Services Portfolio holdings

AUM $896M
1-Year Est. Return 10.65%
This Quarter Est. Return
1 Year Est. Return
+10.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.83%
2 Materials 0.97%
3 Financials 0.88%
4 Consumer Staples 0.56%
5 Technology 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$247K 0.23%
+2,230
52
$244K 0.23%
+15,190
53
$233K 0.22%
+1,714
54
$202K 0.19%
+1,324