KIA
KLR Investment Advisors Portfolio holdings
AUM
$138M
1-Year Est. Return
25.88%
This Fund
S&P 500
1 Year Est. Return
+25.88%
AUM
$138M
AUM Growth
-$57.3K
(-0.04%)
Holding
205
Top Buys
| 1 | +$3.27M | |
| 2 | +$1.6M | |
| 3 | +$1.27M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$1.01M |
| 5 |
RELX
RELX
|
+$837K |
Top Sells
| 1 | +$3.93M | |
| 2 | +$1.77M | |
| 3 | +$1.51M | |
| 4 |
Shell
SHEL
|
+$1.08M |
| 5 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
+$563K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 7.32% |
| 3 | Industrials | 6.77% |
| 4 | Financials | 5.63% |
| 5 | Consumer Discretionary | 4.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Novartis
NVS
$277B
| – | – |
-17,537
|
|
||
202
Perion Network
PERI
$404M
| – | – |
-9,140
|
|
||
203
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.2B
| – | – |
-8,025
|
|
||
204
Teradyne
TER
$65.4B
| – | – |
-1,887
|
|
||
205
Telkom Indonesia
TLK
$16.5B
| – | – |
-8,382
|
|