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
$332M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M
2 +$3.77M
3 +$3.73M
4
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$1.49M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.4M

Sector Composition

1 Financials 3.32%
2 Healthcare 0.78%
3 Consumer Staples 0.75%
4 Technology 0.67%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$14K ﹤0.01%
1,000
277
$14K ﹤0.01%
+297
278
$14K ﹤0.01%
615
279
$14K ﹤0.01%
175
280
$14K ﹤0.01%
218
281
$14K ﹤0.01%
1,125
282
$13K ﹤0.01%
+468
283
$13K ﹤0.01%
500
284
$13K ﹤0.01%
340
285
$13K ﹤0.01%
150
286
$12K ﹤0.01%
1,171
287
$12K ﹤0.01%
1,521
288
$11K ﹤0.01%
152
-1,148
289
$11K ﹤0.01%
333
290
$11K ﹤0.01%
370
291
$11K ﹤0.01%
189
292
$10K ﹤0.01%
290
293
$10K ﹤0.01%
300
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$10K ﹤0.01%
375
295
$10K ﹤0.01%
400
296
$9K ﹤0.01%
983
297
$9K ﹤0.01%
163
298
$9K ﹤0.01%
68
299
$9K ﹤0.01%
80
300
$9K ﹤0.01%
559