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
201
$44K 0.01%
578
202
$43K 0.01%
527
203
$42K 0.01%
2,323
-1,500
204
$42K 0.01%
520
205
$42K 0.01%
2,900
206
$42K 0.01%
487
+452
207
$41K 0.01%
599
208
$41K 0.01%
1,156
209
$40K 0.01%
349
210
$39K 0.01%
4,919
211
$39K 0.01%
869
212
$38K 0.01%
477
213
$37K 0.01%
965
214
$37K 0.01%
665
215
0
216
$36K 0.01%
462
217
$36K 0.01%
945
218
$34K 0.01%
770
219
$34K 0.01%
802
220
$34K 0.01%
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221
$33K 0.01%
434
222
$32K 0.01%
622
223
$32K 0.01%
+460
224
$32K 0.01%
1,500
225
$31K 0.01%
600