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
126
$331K 0.27%
+1,557
127
$330K 0.27%
+3,098
128
$329K 0.27%
+3,922
129
$324K 0.27%
+3,654
130
$323K 0.27%
+10,558
131
$321K 0.26%
+6,294
132
$315K 0.26%
+6,749
133
$314K 0.26%
+4,862
134
$307K 0.25%
+6,879
135
$298K 0.25%
+4,274
136
$295K 0.24%
+3,321
137
$293K 0.24%
+14,755
138
$291K 0.24%
+5,652
139
$288K 0.24%
+515
140
$287K 0.24%
+2,338
141
$284K 0.23%
+2,534
142
$284K 0.23%
+1,368
143
$279K 0.23%
+4,965
144
$278K 0.23%
+18,940
145
$277K 0.23%
+994
146
$259K 0.21%
+8,326
147
$259K 0.21%
+1,169
148
$258K 0.21%
+2,375
149
$258K 0.21%
+4,432
150
$256K 0.21%
+1,069
3 4 5
6
7