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
$255M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
478
New
Increased
Reduced
Closed

Top Buys

1 +$4.61M
2 +$2.42M
3 +$1.74M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.28M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Sector Composition

1 Financials 3.33%
2 Energy 1.35%
3 Healthcare 1.26%
4 Technology 1.09%
5 Communication Services 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$11K ﹤0.01%
+700
302
-847
303
$10K ﹤0.01%
333
304
$10K ﹤0.01%
+309
305
-1,521
306
$10K ﹤0.01%
230
307
$10K ﹤0.01%
236
308
$10K ﹤0.01%
400
309
$10K ﹤0.01%
+425
310
$10K ﹤0.01%
+418
311
$10K ﹤0.01%
+2,150
312
$10K ﹤0.01%
298
313
$9K ﹤0.01%
100
314
$9K ﹤0.01%
+224
315
$9K ﹤0.01%
200
316
$9K ﹤0.01%
+517
317
$9K ﹤0.01%
+700
318
$9K ﹤0.01%
300
319
$9K ﹤0.01%
+378
320
$9K ﹤0.01%
1,006
321
$9K ﹤0.01%
+200
322
$9K ﹤0.01%
189
323
$9K ﹤0.01%
375
324
$9K ﹤0.01%
+300
325
$8K ﹤0.01%
+1,555