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
$73.1M
AUM Growth
+$605K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$483K
2
+$461K
3
+$392K
4
MRVL icon
Marvell Technology
MRVL
+$332K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$332K

Top Sells

1
+$6.09M
2
+$324K
3
+$277K
4
LITE icon
Lumentum
LITE
+$272K
5
ABNB icon
Airbnb
ABNB
+$269K

Sector Composition

1 Technology 42.72%
2 Healthcare 18.69%
3 Consumer Discretionary 9.1%
4 Financials 8.36%
5 Industrials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.29%
+2,533
102
$210K 0.29%
1,255
-170
103
$208K 0.28%
+5,328
104
$137K 0.19%
29,745
+495
105
– –
-1,355
106
– –
-3,535
107
– –
-8,708
108
– –
-3,974
109
– –
-200
110
– –
-2,561
1 2 3 4
5