KIA
King Investment Advisors Portfolio holdings
AUM
$9.35M
This Quarter Return
+1.86%
1 Year Return
-0.42%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$224M
AUM Growth
+$224M
(+2.1%)
Cap. Flow
+$6.52M
Cap. Flow
% of AUM
2.91%
Top 10 Holdings %
Top 10 Hldgs %
36.2%
Holding
121
New
12
Increased
29
Reduced
37
Closed
10
Top Buys
| 1 |
Qualcomm
QCOM
|
$6.68M |
| 2 |
Herc Holdings
HRI
|
$6.25M |
| 3 |
Ally Financial
ALLY
|
$4.51M |
| 4 |
NCR Voyix
VYX
|
$3.46M |
| 5 |
ADT
ADT CORP
ADT
|
$2.89M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$5.71M |
| 2 |
AUXL
AUXILIUM PHARAMCEUTICALS INC
AUXL
|
$4.75M |
| 3 |
Telefonica
TEF
|
$4.57M |
| 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% |
