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
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$1.42M
3
+$724K
4
CRH icon
CRH
CRH
+$617K
5
SAP icon
SAP
SAP
+$482K

Top Sells

1
+$2.91M
2
+$2.43M
3
+$1.05M
4
BHP icon
BHP
BHP
+$908K
5
CAJ
Canon, Inc.
CAJ
+$846K

Sector Composition

1 Technology 17.43%
2 Healthcare 9.7%
3 Industrials 6.5%
4 Financials 5.22%
5 Consumer Discretionary 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$320K 0.26%
4,883
-396
127
$317K 0.26%
3,102
-16
128
$317K 0.26%
660
+56
129
$316K 0.26%
4,965
-75
130
$314K 0.26%
1,307
-50
131
$310K 0.26%
2,843
-68
132
$310K 0.26%
814
-36
133
$307K 0.25%
3,684
-270
134
$302K 0.25%
+12,989
135
$301K 0.25%
7,815
+48
136
$299K 0.25%
3,450
+260
137
$298K 0.25%
8,125
+95
138
$298K 0.25%
2,307
-191
139
$294K 0.24%
2,707
+351
140
$293K 0.24%
7,552
+118
141
$292K 0.24%
2,752
-294
142
$292K 0.24%
5,842
-145
143
$288K 0.24%
7,865
-167
144
$287K 0.24%
7,289
-950
145
$286K 0.24%
8,800
+31
146
$285K 0.23%
1,215
-90
147
$282K 0.23%
9,199
-225
148
$282K 0.23%
2,473
-6
149
$273K 0.23%
483
-8
150
$270K 0.22%
2,006
-228
4 5
6
7 8