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
$121M
AUM Growth
+$7.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$1.44M
3
+$653K
4
CRH icon
CRH
CRH
+$553K
5
SAP icon
SAP
SAP
+$466K

Top Sells

1
+$2.96M
2
+$2.43M
3
+$1.03M
4
BHP icon
BHP
BHP
+$907K
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
176
$113K 0.09%
48,090
+8,262
177
$90.3K 0.07%
+27,124
178
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-5,912
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180
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-39,758
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182
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184
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188
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