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
151
$252K 0.21%
+2,758
152
$248K 0.2%
+10,534
153
$246K 0.2%
+20,455
154
$244K 0.2%
+1,365
155
$236K 0.19%
+13,122
156
$235K 0.19%
+4,123
157
$227K 0.19%
+6,128
158
$223K 0.18%
+4,767
159
$221K 0.18%
+2,819
160
$218K 0.18%
+4,942
161
$218K 0.18%
+3,836
162
$214K 0.18%
+689
163
$212K 0.17%
+1,319
164
$210K 0.17%
+9,443
165
$206K 0.17%
+4,332
166
$205K 0.17%
+870
167
$201K 0.17%
+578
168
$201K 0.17%
+45,725
169
$163K 0.13%
+10,695
170
$77.3K 0.06%
+27,233
3 4 5 6
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