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KBFS
Kohmann Bosshard Financial Services Portfolio holdings
AUM
$1.03B
1-Year Est. Return
12.7%
This Fund
S&P 500
1 Year Est. Return
+12.7%
AUM
$1.03B
AUM Growth
-$90.5M
(-8.1%)
Holding
1,084
Top Buys
| 1 | +$12.2M | |
| 2 | +$8.83M | |
| 3 | +$8.36M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.71M |
| 5 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$3.45M |
Top Sells
| 1 | +$3.46M | |
| 2 | +$1.85M | |
| 3 | +$1.75M | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$1.2M |
| 5 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$1.18M |
Sector Composition
| 1 | Technology | 2.44% |
| 2 | Financials | 1.39% |
| 3 | Industrials | 0.78% |
| 4 | Communication Services | 0.74% |
| 5 | Consumer Discretionary | 0.49% |
