KCM

KSA Capital Management Portfolio holdings

AUM $10.3M
1-Year Est. Return 2.76%
This Quarter Est. Return
1 Year Est. Return
+2.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.7M
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$911K
3
+$243K

Top Sells

1
+$4.39M
2
+$3.52M
3
+$3.4M
4
PNK
Pinnacle Entertainment Inc.
PNK
+$2.57M
5
GE icon
GE Aerospace
GE
+$1.81M

Sector Composition

1 Materials 64.85%
2 Consumer Discretionary 12.38%
3 Industrials 9.01%
4 Consumer Staples 5.16%
5 Technology 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
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