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KM

KP Management Portfolio holdings

AUM $349M
1-Year Est. Return 68.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+68.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$38.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$4.52M
3
+$4.2M
4
APH icon
Amphenol
APH
+$3.84M
5
TSEM icon
Tower Semiconductor
TSEM
+$3.33M

Top Sells

1
+$3.32M
2
+$2.78M
3
+$2.33M
4
AVGO icon
Broadcom
AVGO
+$2.15M
5
ARM icon
Arm
ARM
+$1.62M

Sector Composition

1 Technology 46.19%
2 Industrials 21.52%
3 Financials 11.01%
4 Communication Services 6.94%
5 Consumer Discretionary 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.87M 1.71%
10,000
27
$4.85M 1.7%
+4,500
28
$4.85M 1.7%
10,000
29
$4.55M 1.59%
6,000
30
$4.53M 1.59%
6
31
$4.41M 1.55%
+61,035
32
$4.29M 1.5%
9,000
-1,000
33
$4.22M 1.48%
10,000
34
$4.14M 1.45%
4,500
35
$3.91M 1.37%
21,250
36
$3.74M 1.31%
10,000
+1,000
37
$3.55M 1.24%
15,000
-2,000
38
$3.24M 1.13%
20,000
-5,000
39
$3.23M 1.13%
+4,500
40
$3.06M 1.07%
+230,000
41
$3M 1.05%
25,000
42
$2.85M 1%
20,000
43
$2.79M 0.98%
4,000
44
$2.7M 0.95%
+60,000
45
$2.69M 0.94%
1,800
-100
46
$2.45M 0.86%
32,500
-5,000
47
$2.45M 0.86%
5,000
48
$2.36M 0.83%
+10,000
49
$2.22M 0.78%
+12,500
50
$1.68M 0.59%
22,500
-12,500
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