KA

Klingman & Associates Portfolio holdings

AUM $2.07B
1-Year Est. Return 14.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.97M
3
+$2.92M
4
CFG icon
Citizens Financial Group
CFG
+$2.92M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M

Top Sells

1
+$11.8M
2
+$3.68M
3
+$2.59M
4
CROX icon
Crocs
CROX
+$2.24M
5
DDOG icon
Datadog
DDOG
+$2.14M

Sector Composition

1 Technology 6.12%
2 Financials 3.66%
3 Consumer Discretionary 1.48%
4 Healthcare 0.77%
5 Real Estate 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$210K 0.01%
+1,826
227
$209K 0.01%
+6,333
228
$208K 0.01%
+2,206
229
$203K 0.01%
2,064
+8
230
$203K 0.01%
+508
231
$200K 0.01%
+1,150
232
$176K 0.01%
20,143
233
$175K 0.01%
15,000
234
$121K 0.01%
12,581
235
$110K 0.01%
+10,376
236
$89.4K 0.01%
+34,786
237
$27.3K ﹤0.01%
893
238
– –
-56,940
6 7 8 9
10