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KA

Klingman & Associates Portfolio holdings

AUM $2.09B
1-Year Est. Return 16.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
388
New
Increased
Reduced
Closed

Top Buys

1
+$34M
2
+$24M
3
+$20.3M
4
MLPN
Credit Suisse X- Links Cushing MLP Infrastructure ETN's due April 20, 2020
MLPN
+$18.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$14M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.43%
2 Energy 1.01%
3 Healthcare 0.9%
4 Technology 0.87%
5 Consumer Staples 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$12K 0.01%
+267
277
– –
0
278
$12K 0.01%
+333
279
$12K 0.01%
+521
280
$11K ﹤0.01%
+1,521
281
$11K ﹤0.01%
+230
282
$10K ﹤0.01%
+121
283
$10K ﹤0.01%
+200
284
$10K ﹤0.01%
+1,006
285
$10K ﹤0.01%
+168
286
$10K ﹤0.01%
+350
287
$9K ﹤0.01%
+983
288
$9K ﹤0.01%
+200
289
$9K ﹤0.01%
+370
290
$9K ﹤0.01%
+17
291
$9K ﹤0.01%
+375
292
$9K ﹤0.01%
+400
293
$9K ﹤0.01%
+512
294
$8K ﹤0.01%
+200
295
$8K ﹤0.01%
+200
296
$8K ﹤0.01%
+175
297
$8K ﹤0.01%
+330
298
$8K ﹤0.01%
+559
299
$8K ﹤0.01%
+333
300
$8K ﹤0.01%
+100
10 11
12
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