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
$309M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
407
New
Increased
Reduced
Closed

Top Sells

1 +$2.64M
2 +$1.74M
3 +$1.08M
4
SDY icon
SPDR S&P Dividend ETF
SDY
+$392K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$199K

Sector Composition

1 Financials 3.33%
2 Healthcare 0.82%
3 Consumer Staples 0.77%
4 Energy 0.7%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$6K ﹤0.01%
144
327
$6K ﹤0.01%
398
328
$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
200
334
$5K ﹤0.01%
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$5K ﹤0.01%
1,030
336
$5K ﹤0.01%
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1,000
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$4K ﹤0.01%
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$3K ﹤0.01%
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347
$3K ﹤0.01%
200
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$3K ﹤0.01%
200
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$3K ﹤0.01%
54