KIA
King Investment Advisors Portfolio holdings
AUM
$9.35M
1-Year Est. Return
0.42%
1 Year Est. Return
-0.42%
AUM
$9.35M
AUM Growth
-$5.4M
(-37%)
Holding
30
Top Buys
No buys this quarter
Top Sells
| 1 | +$352K | |
| 2 | +$345K | |
| 3 | +$330K | |
| 4 |
Ally Financial
ALLY
|
+$324K |
| 5 |
IAC Inc
IAC
|
+$307K |
Sector Composition
| 1 | Communication Services | 94.12% |
| 2 | Technology | 5.88% |
| 3 | Financials | 0% |
| 4 | Healthcare | 0% |
| 5 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
WBK
26
DELISTED
Westpac Banking Corporation
WBK
| – | – |
-10,555
|
|
||
27
Apple
AAPL
$3.74T
| – | – |
-7,548
|
|