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
$718M
AUM Growth
+$61.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.06%
2 Financials 1.88%
3 Industrials 0.95%
4 Consumer Discretionary 0.48%
5 Communication Services 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$16.4K ﹤0.01%
27,756
202
$3.99K ﹤0.01%
68
203
-13,242
204
-3,108