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
$406M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$4.31M
3 +$3.67M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.27M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.95M

Top Sells

1 +$1.08M
2 +$400K
3 +$342K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$310K
5
NSL
NUVEEN SENIOR INCM FD
NSL
+$285K

Sector Composition

1 Financials 3.48%
2 Healthcare 1.12%
3 Energy 0.41%
4 Technology 0.32%
5 Consumer Staples 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
0