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
76
$451K 0.37%
+4,548
77
$447K 0.37%
+16,749
78
$436K 0.36%
+4,939
79
$434K 0.36%
+3,952
80
$429K 0.35%
+8,865
81
$424K 0.35%
+1,801
82
$422K 0.35%
+2,240
83
$420K 0.35%
+5,253
84
$417K 0.34%
+3,627
85
$408K 0.34%
+10,093
86
$403K 0.33%
+8,662
87
$403K 0.33%
+4,122
88
$402K 0.33%
+730
89
$401K 0.33%
+6,106
90
$393K 0.32%
+979
91
$390K 0.32%
+10,669
92
$384K 0.32%
+6,228
93
$376K 0.31%
+5,241
94
$375K 0.31%
+9,861
95
$373K 0.31%
+10,458
96
$373K 0.31%
+11,243
97
$372K 0.31%
+5,440
98
$371K 0.31%
+5,931
99
$371K 0.31%
+4,147
100
$367K 0.3%
+3,129
2 3
4
5 6