KIA
King Investment Advisors Portfolio holdings
AUM
$9.35M
1-Year Return
0.42%
This Quarter Return
+6.91%
1 Year Return
-0.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$235M
AUM Growth
+$17M
(+7.8%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
2.64%
Top 10 Holdings %
Top 10 Hldgs %
33.95%
Holding
118
New
9
Increased
24
Reduced
53
Closed
8
Top Buys
| 1 |
Gen Digital
GEN
|
$3.87M |
| 2 |
JPM.WS
JPMorgan Chase
JPM.WS
|
$3.11M |
| 3 |
Banc of California
BANC
|
$2.5M |
| 4 |
Zoetis
ZTS
|
$1.79M |
| 5 |
Hologic
HOLX
|
$1.57M |
Top Sells
| 1 |
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
|
$3.23M |
| 2 |
General Motors
GM
|
$2.42M |
| 3 |
Apple
AAPL
|
$963K |
| 4 |
MDR
McDermott International
MDR
|
$731K |
| 5 |
Brink's
BCO
|
$643K |
Sector Composition
| 1 | Energy | 20.91% |
| 2 | Financials | 13.33% |
| 3 | Healthcare | 12.74% |
| 4 | Technology | 12.64% |
| 5 | Communication Services | 11.14% |
