KCIC

Kuhn & Co Investment Counsel Portfolio holdings

AUM $132M
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$5.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$551K
2 +$401K
3 +$352K
4
PG icon
Procter & Gamble
PG
+$197K
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$157K

Sector Composition

1 Technology 17.28%
2 Healthcare 9.47%
3 Financials 6.8%
4 Industrials 6.55%
5 Utilities 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$209K 0.18%
1,614
-318
127
$206K 0.18%
+3,159
128
$176K 0.15%
14,662
129
-8,000
130
-1,103