KA
Klingman & Associates Portfolio holdings
AUM
$1.81B
1-Year Return
11.88%
This Quarter Return
+6.42%
1 Year Return
+11.88%
3 Year Return
+45.28%
5 Year Return
+77.09%
10 Year Return
+123.71%
AUM
$1.44B
AUM Growth
+$76.7M
(+5.6%)
Cap. Flow
-$54M
Cap. Flow
% of AUM
-3.75%
Top 10 Holdings %
Top 10 Hldgs %
51.42%
Holding
238
New
13
Increased
85
Reduced
73
Closed
1
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.45M |
| 2 |
Citizens Financial Group
CFG
|
$3.23M |
| 3 |
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
|
$2.98M |
| 4 |
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
|
$2.92M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.54M |
Top Sells
Sector Composition
| 1 | Technology | 6.12% |
| 2 | Financials | 3.66% |
| 3 | Consumer Discretionary | 1.48% |
| 4 | Healthcare | 0.77% |
| 5 | Real Estate | 0.64% |
