KL

Kokino LLC Portfolio holdings

AUM $28M
1-Year Est. Return 16.89%
This Quarter Est. Return
1 Year Est. Return
-16.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$28M
AUM Growth
+$3.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$126K

Top Sells

1 +$489K
2 +$370K

Sector Composition

1 Technology 68.41%
2 Industrials 31.59%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ASYS icon
1
Amtech Systems
ASYS
$112M
$19.1M 68.41%
2,250,000
GIFI icon
2
Gulf Island Fabrication
GIFI
$128M
$7.56M 27.03%
1,811,894
AGX icon
3
Argan
AGX
$4.26B
$1.27M 4.56%
39,609
+3,916
HIL
4
DELISTED
Hill International, Inc. Common Stock
HIL
-291,038
AUTO
5
DELISTED
AutoWeb, Inc. Common Stock
AUTO
-973,000