LMKC

L.M. Kohn & Company Portfolio holdings

AUM $371M
1-Year Est. Return 17.44%
This Quarter Est. Return
1 Year Est. Return
+17.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$265M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$2.65M
2 +$2.45M
3 +$1.21M
4
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$978K
5
AMZN icon
Amazon
AMZN
+$766K

Sector Composition

1 Technology 23.37%
2 Consumer Discretionary 9.38%
3 Consumer Staples 8.11%
4 Financials 7.97%
5 Healthcare 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-15,732