KA
Kooman & Associates Portfolio holdings
AUM
$324M
1-Year Est. Return
14.24%
1 Year Est. Return
+14.24%
AUM
$296M
AUM Growth
+$23.2M
(+8.5%)
Holding
51
Top Buys
| 1 | +$481K | |
| 2 | +$302K | |
| 3 | +$253K | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$237K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$229K |
Top Sells
| 1 | +$800K | |
| 2 | +$360K | |
| 3 | +$337K | |
| 4 |
PIMCO Ultra Short Government Active ETF
BILZ
|
+$325K |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$308K |
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Communication Services | 1.09% |
| 3 | Industrials | 0.55% |
| 4 | Healthcare | 0.52% |
| 5 | Consumer Discretionary | 0.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Coca-Cola
KO
$306B
| – | – |
-3,123
|
|