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
$134M
AUM Growth
+$9.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$539K
3
+$414K
4
GEV icon
GE Vernova
GEV
+$255K
5
TSM icon
TSMC
TSM
+$241K

Top Sells

1
+$2.78M
2
+$370K
3
+$348K
4
DLTR icon
Dollar Tree
DLTR
+$292K
5
PYPL icon
PayPal
PYPL
+$238K

Sector Composition

1 Technology 59.3%
2 Healthcare 13.19%
3 Financials 5.74%
4 Communication Services 5.04%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$376K 0.28%
1,761
+41
77
$373K 0.28%
1,765
78
$368K 0.28%
1,165
+70
79
$368K 0.28%
1,474
-40
80
$354K 0.27%
2,041
+438
81
$347K 0.26%
330
82
$335K 0.25%
5,065
-315
83
$322K 0.24%
24,404
-327
84
$317K 0.24%
2,141
+2
85
$316K 0.24%
2,237
+449
86
$307K 0.23%
2,275
-545
87
$304K 0.23%
15,283
-1,180
88
$303K 0.23%
1,667
-2,032
89
$298K 0.22%
2,788
90
$293K 0.22%
1,976
91
$289K 0.22%
577
92
$287K 0.21%
3,697
-43
93
$285K 0.21%
3,655
-2,199
94
$278K 0.21%
1,684
+8
95
$276K 0.21%
1,594
-16
96
$276K 0.21%
7,745
-296
97
$274K 0.2%
4,820
-1,470
98
$272K 0.2%
1,495
99
$260K 0.19%
1,011
-40
100
$255K 0.19%
+1,486
1 2 3
4
5