KIA

KLR Investment Advisors Portfolio holdings

AUM $138M
1-Year Est. Return 25.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.88%
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
+$1.44M
3
+$1.18M
4
IQDG icon
WisdomTree International Quality Dividend Growth Fund
IQDG
+$953K
5
BP icon
BP
BP
+$849K

Top Sells

1
+$6.21M
2
+$4.97M
3
+$1.31M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$874K
5
DWM icon
WisdomTree International Equity Fund
DWM
+$831K

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
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