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
76
$424K 0.19%
4,500
77
$423K 0.19%
44,000
78
$406K 0.18%
7,923
79
$396K 0.18%
5,300
80
$392K 0.17%
10,755
81
$386K 0.17%
39,500
82
$382K 0.17%
19,058
+6,010
83
$382K 0.17%
75,739
-4,926
84
$372K 0.17%
3,570
85
$355K 0.16%
3,780
86
$354K 0.16%
26,806
-510
87
$338K 0.15%
41,637
-810
88
$315K 0.14%
+3,420
89
$315K 0.14%
5,000
90
$301K 0.13%
5,740
+225
91
$263K 0.12%
39,236
+6,385
92
$250K 0.11%
+1,175
93
$246K 0.11%
9,940
-295
94
$245K 0.11%
+3,370
95
$234K 0.1%
+2,710
96
$225K 0.1%
8,402
+1,070
97
$223K 0.1%
20,724
-437,861
98
$222K 0.1%
+14,308
99
$221K 0.1%
+11,270
100
$202K 0.09%
20,160
+4,940
1 2 3
4
5