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
$114M
AUM Growth
-$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.41M
3
+$1.19M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$988K
5
CRH icon
CRH
CRH
+$883K

Top Sells

1
+$6.43M
2
+$5.03M
3
+$1.31M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$885K
5
NVS icon
Novartis
NVS
+$844K

Sector Composition

1 Technology 16.06%
2 Healthcare 8.27%
3 Industrials 5.94%
4 Financials 5.87%
5 Consumer Discretionary 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$575K 0.51%
3,155
+121
52
$573K 0.5%
31,651
-47
53
$572K 0.5%
15,218
-4,364
54
$571K 0.5%
14,194
-1,127
55
$565K 0.5%
7,331
-202
56
$561K 0.49%
2,788
-512
57
$560K 0.49%
797
-16
58
$556K 0.49%
6,750
-4,761
59
$552K 0.48%
1,233
-21
60
$550K 0.48%
5,584
+258
61
$541K 0.48%
808
-145
62
$530K 0.47%
1,121
-294
63
$527K 0.46%
4,596
-1,259
64
$526K 0.46%
+66,023
65
$520K 0.46%
9,950
+183
66
$514K 0.45%
1,837
67
$514K 0.45%
1,797
-1
68
$506K 0.44%
3,404
-495
69
$500K 0.44%
4,820
-119
70
$496K 0.44%
3,976
-526
71
$492K 0.43%
12,006
+397
72
$491K 0.43%
12,637
+4,144
73
$484K 0.43%
3,561
-408
74
$483K 0.42%
4,640
+92
75
$476K 0.42%
+13,281
1 2
3
4 5