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
$1.07B
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$6.25M
3 +$5.72M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Top Sells

1 +$16.8M
2 +$804K
3 +$678K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$632K
5
SDY icon
SPDR S&P Dividend ETF
SDY
+$585K

Sector Composition

1 Technology 6.63%
2 Financials 5.17%
3 Consumer Discretionary 1.59%
4 Real Estate 1.12%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-10,000