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
776
$1.8K ﹤0.01%
+19
777
$1.72K ﹤0.01%
+10
778
$1.66K ﹤0.01%
17
+5
779
$1.64K ﹤0.01%
9
-10
780
$1.56K ﹤0.01%
+50
781
$1.53K ﹤0.01%
14
-363
782
$1.5K ﹤0.01%
+28
783
$1.47K ﹤0.01%
+14
784
$1.46K ﹤0.01%
+11
785
$1.45K ﹤0.01%
+19
786
$1.42K ﹤0.01%
+54
787
$1.4K ﹤0.01%
22
-142
788
$1.39K ﹤0.01%
+55
789
$1.39K ﹤0.01%
+71
790
$1.36K ﹤0.01%
18
-660
791
$1.35K ﹤0.01%
+33
792
$1.32K ﹤0.01%
4
-74
793
$1.31K ﹤0.01%
22
-186
794
$1.31K ﹤0.01%
92
-2,183
795
$1.31K ﹤0.01%
+27
796
$1.3K ﹤0.01%
+16
797
$1.28K ﹤0.01%
+37
798
$1.26K ﹤0.01%
+57
799
$1.22K ﹤0.01%
+15
800
$1.18K ﹤0.01%
1
-11
30 31
32
33 34