KIM

Kestra Investment Management Portfolio holdings

AUM $3.73B
1-Year Est. Return 11.31%
This Quarter Est. Return
1 Year Est. Return
+11.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
+$647M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,456
New
Increased
Reduced
Closed

Top Buys

1
+$74.3M
2
+$62.1M
3
+$54.2M
4
TOTL icon
State Street DoubleLine Total Return Tactical ETF
TOTL
+$47.8M
5
BINC icon
BlackRock Flexible Income ETF
BINC
+$45.9M

Top Sells

1
+$37.4M
2
+$23.6M
3
+$21.3M
4
HYDB icon
iShares High Yield Systematic Bond ETF
HYDB
+$18.6M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$16.6M

Sector Composition

1 Technology 3.82%
2 Financials 1.69%
3 Communication Services 1.28%
4 Healthcare 1.27%
5 Consumer Discretionary 1.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$27.6K ﹤0.01%
1,729
+586
527
$27.6K ﹤0.01%
+730
528
$27.4K ﹤0.01%
108
-60
529
$27.2K ﹤0.01%
58
+43
530
$27.2K ﹤0.01%
+330
531
$26.6K ﹤0.01%
+372
532
$26.3K ﹤0.01%
55
-12
533
$26K ﹤0.01%
408
+266
534
$25.8K ﹤0.01%
+658
535
$25.7K ﹤0.01%
+1,421
536
$25.4K ﹤0.01%
+569
537
$25.2K ﹤0.01%
+122
538
$24.8K ﹤0.01%
1,250
-25,781
539
$24.5K ﹤0.01%
30
-3
540
$23.9K ﹤0.01%
47
+22
541
$23.8K ﹤0.01%
270
+200
542
$23.3K ﹤0.01%
107
-153
543
$23K ﹤0.01%
393
-1,958
544
$22.9K ﹤0.01%
+337
545
$22.8K ﹤0.01%
320
-209
546
$22.7K ﹤0.01%
+651
547
$22.5K ﹤0.01%
765
-1,558
548
$21.9K ﹤0.01%
478
+412
549
$21.6K ﹤0.01%
+164
550
$21.5K ﹤0.01%
108
+69
20 21
22
23 24