KIA

King Investment Advisors Portfolio holdings

AUM $9.35M
1-Year Est. Return 0.42%
This Quarter Est. Return
1 Year Est. Return
-0.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$224M
AUM Growth
+$4.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$6.25M
3
+$4.51M
4
VYX icon
NCR Voyix
VYX
+$3.46M
5
ADT
ADT Corp
ADT
+$2.89M

Top Sells

1
+$5.71M
2
+$4.75M
3
+$4.71M
4
SN
Sanchez Energy Corporation
SN
+$2.69M
5
AMRE
AMREIT INC NEW COM STK
AMRE
+$1.03M

Sector Composition

1 Technology 19.23%
2 Financials 17.69%
3 Healthcare 15.58%
4 Communication Services 11.59%
5 Energy 10.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 1.48%
159,645
+3,215
27
$3.07M 1.37%
50,090
-95
28
$2.78M 1.24%
242,720
+8,730
29
$2.71M 1.21%
56,136
-140
30
$2.66M 1.19%
220,946
-730
31
$2.56M 1.14%
54,653
+274
32
$2.46M 1.1%
57,163
-1,190
33
$2.3M 1.02%
67,239
-1,658
34
$2.28M 1.02%
81,678
-55
35
$2.14M 0.96%
80,759
-38,675
36
$1.96M 0.87%
13,199
+65
37
$1.51M 0.67%
16,342
38
$1.33M 0.59%
16,078
-40
39
$1.2M 0.54%
30,024
-255
40
$1.03M 0.46%
8,478
41
$962K 0.43%
12,896
42
$874K 0.39%
24,230
43
$872K 0.39%
89,842
-7,685
44
$852K 0.38%
11,860
-190
45
$825K 0.37%
46,100
-102
46
$818K 0.36%
25,741
-1,587
47
$801K 0.36%
15,664
+720
48
$780K 0.35%
52,370
+6,010
49
$742K 0.33%
13,520
50
$697K 0.31%
52,000
-5,250
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2
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