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
$218M
AUM Growth
-$787K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.5M
2
+$2.84M
3
+$2.31M
4
GLNG icon
Golar LNG
GLNG
+$1.7M
5
GG
Goldcorp Inc
GG
+$1.45M

Top Sells

1
+$4.59M
2
+$4.59M
3
+$2.64M
4
HSP
HOSPIRA INC
HSP
+$2.09M
5
MIG
MEADOWBROOK INSURANCE GRP INC
MIG
+$1.61M

Sector Composition

1 Energy 18.59%
2 Financials 12.66%
3 Healthcare 12.3%
4 Communication Services 11.66%
5 Technology 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$412K 0.19%
16,448
77
$374K 0.17%
10,350
78
$371K 0.17%
3,780
79
$368K 0.17%
6,842
80
$366K 0.17%
71,700
-2,300
81
$363K 0.17%
28,276
+5,100
82
$338K 0.16%
+29,750
83
$334K 0.15%
+11,880
84
$333K 0.15%
7,923
85
$330K 0.15%
7,000
86
$329K 0.15%
12,755
+300
87
$320K 0.15%
5,510
88
$314K 0.14%
3,570
89
$276K 0.13%
9,890
-400
90
$274K 0.13%
20,900
91
$265K 0.12%
+58,761
92
$252K 0.12%
27,985
93
$252K 0.12%
+4,169
94
$252K 0.12%
10,709
95
$241K 0.11%
3,260
-150
96
$238K 0.11%
1,266
-534
97
$234K 0.11%
29,490
98
$225K 0.1%
8,971
99
$223K 0.1%
16,870
100
$221K 0.1%
28,200
1 2 3
4
5