KCM

KRS Capital Management Portfolio holdings

AUM $166M
1-Year Est. Return 35.04%
This Quarter Est. Return
1 Year Est. Return
+35.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$452K
2
+$326K
3
+$286K
4
PFE icon
Pfizer
PFE
+$221K
5
AMZN icon
Amazon
AMZN
+$175K

Top Sells

1
+$386K
2
+$314K
3
+$303K
4
EW icon
Edwards Lifesciences
EW
+$253K
5
NKE icon
Nike
NKE
+$152K

Sector Composition

1 Technology 59.11%
2 Healthcare 13.38%
3 Financials 5.97%
4 Consumer Discretionary 5.16%
5 Industrials 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.44%
1,057
52
$603K 0.44%
7,189
-98
53
$602K 0.44%
1,307
-34
54
$597K 0.44%
4,449
-105
55
$592K 0.43%
938
-18
56
$591K 0.43%
8,135
-300
57
$547K 0.4%
3,201
+35
58
$534K 0.39%
5,855
-527
59
$532K 0.39%
7,920
-237
60
$526K 0.38%
2,548
+70
61
$526K 0.38%
2,010
62
$514K 0.38%
4,529
-364
63
$501K 0.37%
6,672
+975
64
$500K 0.36%
5,222
+2
65
$499K 0.36%
2,884
-205
66
$491K 0.36%
2,222
+66
67
$466K 0.34%
5,791
-182
68
$452K 0.33%
+4,360
69
$437K 0.32%
2,699
-296
70
$418K 0.3%
1,765
71
$399K 0.29%
1,434
-40
72
$382K 0.28%
1,500
+14
73
$380K 0.28%
5,864
+104
74
$378K 0.28%
4,715
-350
75
$347K 0.25%
330
1 2
3
4 5