KIM

Kestra Investment Management Portfolio holdings

AUM $4.09B
1-Year Est. Return 15.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.49B
AUM Growth
+$3.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
995
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.81%
2 Financials 1.73%
3 Healthcare 1.2%
4 Communication Services 1.17%
5 Consumer Discretionary 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$13.9K ﹤0.01%
95
677
$13.5K ﹤0.01%
227
+107
678
$13.5K ﹤0.01%
158
679
$13.5K ﹤0.01%
358
+156
680
$13.3K ﹤0.01%
296
+149
681
$13.2K ﹤0.01%
606
+239
682
$12.8K ﹤0.01%
277
683
$12.7K ﹤0.01%
352
+184
684
$12.6K ﹤0.01%
79
685
$12.6K ﹤0.01%
195
+35
686
$12.5K ﹤0.01%
755
+437
687
$12.4K ﹤0.01%
109
688
$12.2K ﹤0.01%
107
+36
689
$12.1K ﹤0.01%
78
690
$12.1K ﹤0.01%
66
691
$12K ﹤0.01%
+301
692
$11.7K ﹤0.01%
462
693
$11.4K ﹤0.01%
135
+94
694
$11.4K ﹤0.01%
552
695
$11.3K ﹤0.01%
179
696
$11.2K ﹤0.01%
356
+332
697
$11.1K ﹤0.01%
338
698
$11.1K ﹤0.01%
444
+390
699
$11K ﹤0.01%
107
700
$11K ﹤0.01%
94