KIA
King Investment Advisors Portfolio holdings
AUM
$9.35M
This Quarter Return
-9.75%
1 Year Return
-0.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$14.8M
AUM Growth
+$14.8M
(-66%)
Cap. Flow
-$25.6M
Cap. Flow
% of AUM
-173.35%
Top 10 Holdings %
Top 10 Hldgs %
74.94%
Holding
64
New
9
Increased
–
Reduced
19
Closed
34
Top Buys
| 1 |
Sinclair Inc
SBGI
|
$253K |
| 2 |
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
|
$238K |
| 3 |
WBK
Westpac Banking Corporation
WBK
|
$225K |
| 4 |
Avis
CAR
|
$219K |
| 5 |
CBI
Chicago Bridge & Iron Nv
CBI
|
$210K |
Top Sells
| 1 |
Hologic
HOLX
|
$2.05M |
| 2 |
Targa Resources
TRGP
|
$1.19M |
| 3 |
Microsoft
MSFT
|
$1.01M |
| 4 |
Exxon Mobil
XOM
|
$987K |
| 5 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$963K |
Sector Composition
| 1 | Communication Services | 65.71% |
| 2 | Financials | 8.46% |
| 3 | Technology | 8.43% |
| 4 | Industrials | 6.23% |
| 5 | Healthcare | 2.75% |
