KCM

KRS Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 39.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$346K
2
+$322K
3
+$320K
4
AAPL icon
Apple
AAPL
+$285K
5
COIN icon
Coinbase
COIN
+$263K

Top Sells

1
+$1.41M
2
+$285K
3
+$223K
4
LULU icon
lululemon athletica
LULU
+$214K
5
SYK icon
Stryker
SYK
+$207K

Sector Composition

1 Technology 63.9%
2 Healthcare 8.46%
3 Financials 7.13%
4 Communication Services 5.84%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.14%
+4,400
102
$236K 0.14%
+1,715
103
$231K 0.14%
960
104
$229K 0.14%
727
-30
105
$227K 0.14%
+1,815
106
$224K 0.14%
2,173
+62
107
$221K 0.13%
1,147
-112
108
$209K 0.13%
+810
109
$207K 0.12%
1,462
+3
110
$206K 0.12%
+962
111
$205K 0.12%
+450
112
$201K 0.12%
2,585
113
– –
-666
114
– –
-2,785
115
– –
-1,131
116
– –
-14,498
117
– –
-900
118
– –
-523
1 2 3 4
5