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
$95.4M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$1.18M
3
+$449K
4
DAN icon
Dana Inc
DAN
+$276K

Top Sells

1
+$2.97M
2
+$2.14M
3
+$118K

Sector Composition

1 Materials 67.82%
2 Industrials 9.56%
3 Consumer Discretionary 8.5%
4 Consumer Staples 5.2%
5 Communication Services 3.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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