KIA
KLR Investment Advisors Portfolio holdings
AUM
$138M
This Quarter Return
+6.07%
1 Year Return
+25.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$114M
AUM Growth
+$114M
(-6.4%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-11.3%
Top 10 Holdings %
Top 10 Hldgs %
26.3%
Holding
190
New
19
Increased
46
Reduced
105
Closed
17
Top Buys
| 1 |
Global X Emerging Markets Bond ETF
EMBD
|
$2.58M |
| 2 |
BHP
BHP
|
$1.41M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.19M |
| 4 |
WisdomTree International Quality Dividend Growth Fund
IQDG
|
$988K |
| 5 |
CRH
CRH
|
$883K |
Top Sells
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$6.43M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.03M |
| 3 |
RELX
RELX
|
$1.31M |
| 4 |
WisdomTree US LargeCap Fund
EPS
|
$885K |
| 5 |
Novartis
NVS
|
$844K |
Sector Composition
| 1 | Technology | 16.06% |
| 2 | Healthcare | 8.27% |
| 3 | Industrials | 5.94% |
| 4 | Financials | 5.87% |
| 5 | Consumer Discretionary | 3.88% |
