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
$110M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.44M
3
+$1.06M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$865K
5
BHP icon
BHP
BHP
+$836K

Top Sells

1
+$7.62M
2
+$1.42M
3
+$724K
4
CRH icon
CRH
CRH
+$670K
5
SAP icon
SAP
SAP
+$482K

Sector Composition

1 Technology 15.32%
2 Healthcare 8.05%
3 Industrials 5.89%
4 Financials 5.72%
5 Consumer Discretionary 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
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