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
$142M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.38%
2 Financials 0.71%
3 Communication Services 0.65%
4 Materials 0.56%
5 Technology 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$124K 0.09%
+812
77
$112K 0.08%
+3,885
78
$112K 0.08%
+765
79
$105K 0.07%
+938
80
$102K 0.07%
+1,064
81
$100K 0.07%
+3,324