KIA

KLR Investment Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 25.86%
This Quarter Est. Return
1 Year Est. Return
+25.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$121M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$6.75M
3
+$4.62M
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$3.56M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.73%
2 Healthcare 9.67%
3 Industrials 6.93%
4 Financials 5.53%
5 Energy 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$938K 0.77%
+5,805
27
$931K 0.77%
+5,189
28
$868K 0.71%
+8,229
29
$853K 0.7%
+67,228
30
$841K 0.69%
+2,722
31
$831K 0.68%
+17,676
32
$823K 0.68%
+7,608
33
$814K 0.67%
+18,700
34
$801K 0.66%
+75,059
35
$739K 0.61%
+12,399
36
$738K 0.61%
+6,607
37
$699K 0.58%
+32,631
38
$688K 0.57%
+1,415
39
$683K 0.56%
+3,300
40
$682K 0.56%
+5,084
41
$677K 0.56%
+5,855
42
$675K 0.56%
+953
43
$649K 0.53%
+3,030
44
$637K 0.52%
+11,511
45
$636K 0.52%
+15,321
46
$630K 0.52%
+7,533
47
$629K 0.52%
+5,707
48
$629K 0.52%
+13,654
49
$622K 0.51%
+42,580
50
$603K 0.5%
+6,800
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