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
$22.1M
AUM Growth
-$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$5.15M
2
+$1.25M
3
+$1.04M
4
BBY icon
Best Buy
BBY
+$983K
5
CVS icon
CVS Health
CVS
+$785K

Top Sells

1
+$72.4M

Sector Composition

1 Materials 23.33%
2 Consumer Discretionary 21.26%
3 Industrials 20.01%
4 Technology 17.06%
5 Communication Services 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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