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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
$510M
AUM Growth
+$10.7M
(+2.1%)
Holding
142
Top Buys
| 1 | +$6.48M | |
| 2 | +$4.8M | |
| 3 | +$3.04M | |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$3M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$2.41M |
Top Sells
| 1 | +$2.82M | |
| 2 | +$2.49M | |
| 3 | +$1.65M | |
| 4 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$1.04M |
| 5 |
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
|
+$476K |
Sector Composition
| 1 | Technology | 1.94% |
| 2 | Financials | 1.81% |
| 3 | Consumer Discretionary | 0.55% |
| 4 | Communication Services | 0.53% |
| 5 | Healthcare | 0.51% |