KA
Klingman & Associates Portfolio holdings
AUM
$1.81B
1-Year Return
11.88%
This Quarter Return
-9.6%
1 Year Return
+11.88%
3 Year Return
+45.28%
5 Year Return
+77.09%
10 Year Return
+123.71%
AUM
$255M
AUM Growth
+$812K
(+0.32%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
4.96%
Top 10 Holdings %
Top 10 Hldgs %
58.86%
Holding
478
New
60
Increased
53
Reduced
54
Closed
89
Top Buys
| 1 |
Invesco S&P 500 Revenue ETF
RWL
|
$4.61M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.42M |
| 3 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.74M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.28M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.2M |
Top Sells
Sector Composition
| 1 | Financials | 3.33% |
| 2 | Energy | 1.35% |
| 3 | Healthcare | 1.26% |
| 4 | Technology | 1.09% |
| 5 | Communication Services | 0.83% |
