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
51
$597K 0.49%
+11,305
52
$596K 0.49%
+19,582
53
$596K 0.49%
+19,838
54
$593K 0.49%
+31,698
55
$591K 0.49%
+3,899
56
$584K 0.48%
+1,876
57
$583K 0.48%
+1,099
58
$554K 0.46%
+41,018
59
$551K 0.45%
+3,034
60
$546K 0.45%
+5,326
61
$538K 0.44%
+5,172
62
$537K 0.44%
+2,043
63
$534K 0.44%
+12,604
64
$511K 0.42%
+13,819
65
$508K 0.42%
+4,502
66
$501K 0.41%
+1,254
67
$487K 0.4%
+813
68
$484K 0.4%
+1,837
69
$480K 0.39%
+1,798
70
$478K 0.39%
+11,609
71
$476K 0.39%
+3,969
72
$472K 0.39%
+2,691
73
$472K 0.39%
+6,359
74
$465K 0.38%
+9,767
75
$462K 0.38%
+2,020
1 2
3
4 5