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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
51
$1.37M 0.48%
40,000
-20,000
52
$1.03M 0.36%
38,201
+25,000
53
$944K 0.33%
31,387
54
– –
-8,281
55
– –
-10,000
56
– –
0
57
– –
0
58
– –
-32,500
59
– –
-2,000
60
– –
-9,200
61
– –
-10,000
1 2
3