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KCIC

Kuhn & Co Investment Counsel Portfolio holdings

AUM $155M
1-Year Est. Return 19.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$5.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Sells

1 +$328K
2 +$300K
3 +$217K
4
TFC icon
Truist Financial
TFC
+$211K
5
TMO icon
Thermo Fisher Scientific
TMO
+$210K

Sector Composition

1 Technology 14.15%
2 Financials 7.36%
3 Healthcare 5.65%
4 Industrials 4.61%
5 Utilities 4.02%