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
101
$363K 0.3%
+2,060
102
$363K 0.3%
+13,740
103
$360K 0.3%
+1,087
104
$360K 0.3%
+16,537
105
$359K 0.3%
+8,136
106
$358K 0.29%
+4,328
107
$358K 0.29%
+3,478
108
$357K 0.29%
+1,107
109
$356K 0.29%
+3,269
110
$356K 0.29%
+13,387
111
$355K 0.29%
+8,070
112
$353K 0.29%
+14,809
113
$351K 0.29%
+9,854
114
$350K 0.29%
+2,204
115
$348K 0.29%
+8,416
116
$346K 0.28%
+7,317
117
$344K 0.28%
+17,655
118
$342K 0.28%
+3,453
119
$341K 0.28%
+1,714
120
$340K 0.28%
+5,000
121
$336K 0.28%
+3,924
122
$335K 0.28%
+17,872
123
$335K 0.28%
+8,493
124
$334K 0.27%
+12,811
125
$333K 0.27%
+2,454
3 4
5
6 7