KA

Klingman & Associates Portfolio holdings

AUM $1.81B
1-Year Est. Return 11.88%
This Quarter Est. Return
1 Year Est. Return
+11.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.72M
3 +$4.53M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.73M
5
CFG icon
Citizens Financial Group
CFG
+$2.1M

Top Sells

1 +$6.75M
2 +$2.98M
3 +$1.54M
4
DBC icon
Invesco DB Commodity Index Tracking Fund
DBC
+$1.41M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.31M

Sector Composition

1 Financials 5.75%
2 Energy 1.27%
3 Healthcare 1.18%
4 Technology 1.08%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$26K 0.01%
1,000
252
$25K 0.01%
130
253
$25K 0.01%
239
254
$25K 0.01%
210
255
$25K 0.01%
687
256
$24K 0.01%
230
257
$24K 0.01%
+5,062
258
$24K 0.01%
285
259
$24K 0.01%
311
260
$24K 0.01%
1,275
261
$23K 0.01%
589
262
$22K 0.01%
589
263
$22K 0.01%
311
264
$22K 0.01%
+679
265
$21K 0.01%
206
266
$20K 0.01%
280
267
$20K 0.01%
185
268
$20K 0.01%
1,000
269
$20K 0.01%
463
270
$20K 0.01%
200
271
$19K 0.01%
+1,911
272
$19K 0.01%
+2,556
273
$19K 0.01%
375
274
$18K 0.01%
404
275
$17K 0.01%
444