KM

KP Management Portfolio holdings

AUM $321M
1-Year Est. Return 42.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$284M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$2.84M
3
+$2.68M
4
GEV icon
GE Vernova
GEV
+$2.4M
5
AMZN icon
Amazon
AMZN
+$2.28M

Top Sells

1
+$5.56M
2
+$2.66M
3
+$2.36M
4
FND icon
Floor & Decor
FND
+$1.99M
5
UBER icon
Uber
UBER
+$1.45M

Sector Composition

1 Technology 41.3%
2 Industrials 19.84%
3 Financials 10.19%
4 Consumer Discretionary 7.7%
5 Healthcare 5.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.66%
5,000
52
$1.74M 0.61%
10,000
-2,500
53
$1.59M 0.56%
+30,000
54
$1.4M 0.49%
5,000
-5,000
55
$1.32M 0.47%
60,000
56
$1.2M 0.42%
7,000
57
$1.01M 0.35%
26,137
58
– –
-10,000
59
– –
-20,000
60
– –
0
61
– –
0
62
– –
0
63
– –
-20,000
64
– –
0
1 2
3