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
1
$8.36M 6.88%
+87,234
2
$6.75M 5.56%
+153,433
3
$4.62M 3.8%
+108,280
4
$3.56M 2.93%
+145,210
5
$3.16M 2.6%
+75,941
6
$2.91M 2.4%
+33,276
7
$2.74M 2.26%
+86,410
8
$2.4M 1.98%
+10,026
9
$2.37M 1.95%
+18,208
10
$2.02M 1.66%
+62,250
11
$1.92M 1.58%
+53,533
12
$1.89M 1.56%
+15,014
13
$1.68M 1.38%
+44,691
14
$1.59M 1.31%
+53,548
15
$1.57M 1.29%
+58,902
16
$1.57M 1.29%
+27,040
17
$1.49M 1.23%
+16,475
18
$1.38M 1.13%
+22,690
19
$1.33M 1.09%
+32,971
20
$1.31M 1.08%
+47,424
21
$1.1M 0.9%
+50,681
22
$988K 0.81%
+3,128
23
$967K 0.8%
+30,674
24
$957K 0.79%
+52,515
25
$955K 0.79%
+21,744
1
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