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
126
$302K 0.27%
4,721
-141
127
$299K 0.26%
+850
128
$299K 0.26%
13,624
-2,913
129
$295K 0.26%
3,046
-52
130
$292K 0.26%
2,803
-518
131
$288K 0.25%
7,961
-1,893
132
$286K 0.25%
+18,863
133
$286K 0.25%
2,356
-402
134
$286K 0.25%
3,118
-806
135
$285K 0.25%
604
-495
136
$285K 0.25%
3,954
-320
137
$285K 0.25%
5,040
+75
138
$283K 0.25%
2,234
-104
139
$281K 0.25%
+8,030
140
$281K 0.25%
7,434
+1,306
141
$274K 0.24%
1,305
-14
142
$272K 0.24%
10,978
-2,762
143
$271K 0.24%
17,001
-871
144
$271K 0.24%
13,715
-1,040
145
$269K 0.24%
1,101
-68
146
$269K 0.24%
1,378
+13
147
$265K 0.23%
8,239
-87
148
$263K 0.23%
4,827
-4,038
149
$258K 0.23%
7,767
-3,476
150
$257K 0.23%
10,629
+95
4 5
6
7 8