KA
Klingman & Associates Portfolio holdings
AUM
$1.81B
1-Year Return
11.88%
This Quarter Return
+2.72%
1 Year Return
+11.88%
3 Year Return
+45.28%
5 Year Return
+77.09%
10 Year Return
+123.71%
AUM
$332M
AUM Growth
+$22.8M
(+7.4%)
Cap. Flow
+$14.5M
Cap. Flow
% of AUM
4.36%
Top 10 Holdings %
Top 10 Hldgs %
63.36%
Holding
409
New
19
Increased
50
Reduced
52
Closed
31
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.85M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.77M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$3.73M |
| 4 |
Invesco Variable Rate Preferred ETF
VRP
|
$1.49M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.4M |
Top Sells
Sector Composition
| 1 | Financials | 3.32% |
| 2 | Healthcare | 0.78% |
| 3 | Consumer Staples | 0.75% |
| 4 | Technology | 0.67% |
| 5 | Industrials | 0.63% |
