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
$220M
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.8M
3
+$2.25M
4
AUXL
AUXILIUM PHARAMCEUTICALS INC
AUXL
+$1.03M
5
AAPL icon
Apple
AAPL
+$899K

Top Sells

1
+$6.59M
2
+$6.31M
3
+$5.04M
4
B
Barrick Mining
B
+$4.93M
5
GLNG icon
Golar LNG
GLNG
+$2.95M

Sector Composition

1 Energy 16.53%
2 Financials 15.57%
3 Technology 14.49%
4 Healthcare 14.26%
5 Communication Services 13.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$177K 0.08%
15,220
-1,650
102
$132K 0.06%
13,250
+1,320
103
$97K 0.04%
22,500
104
$96K 0.04%
+11,191
105
$67K 0.03%
17,500
-53,885
106
$64K 0.03%
3,733
107
– –
-3,260
108
– –
-269,660
109
– –
-7,000
110
– –
-43,140
111
– –
-144,470
112
– –
-28,386
113
– –
-236,260
114
– –
-6,842
1 2 3 4
5