LMKC
L.M. Kohn & Company Portfolio holdings
AUM
$371M
This Quarter Return
+6.41%
1 Year Return
+17.44%
3 Year Return
+76.28%
5 Year Return
–
10 Year Return
–
AUM
$394M
AUM Growth
+$394M
(+6.8%)
Cap. Flow
+$6.33M
Cap. Flow
% of AUM
1.6%
Top 10 Holdings %
Top 10 Hldgs %
39.62%
Holding
310
New
43
Increased
142
Reduced
73
Closed
25
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.52M |
| 2 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$1.47M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$1.35M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.04M |
| 5 |
Broadcom
AVGO
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 23.68% |
| 2 | Financials | 12.89% |
| 3 | Consumer Discretionary | 8.28% |
| 4 | Consumer Staples | 7.12% |
| 5 | Healthcare | 4.21% |
