KIA
KLR Investment Advisors Portfolio holdings
AUM
$138M
This Quarter Return
+9.91%
1 Year Return
+25.86%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-0.04%)
Cap. Flow
-$4.78M
Cap. Flow
% of AUM
-3.45%
Top 10 Holdings %
Top 10 Hldgs %
33.3%
Holding
205
New
24
Increased
40
Reduced
116
Closed
20
Top Buys
| 1 |
Panagram BBB-B CLO ETF
CLOZ
|
$3.3M |
| 2 |
Franklin International Core Dividend Tilt Index ETF
DIVI
|
$1.6M |
| 3 |
DoubleLine Commercial Real Estate ETF
DCRE
|
$1.27M |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
$985K |
| 5 |
RELX
RELX
|
$827K |
Top Sells
| 1 |
Sprott Uranium Miners ETF
URNM
|
$3.93M |
| 2 |
Novartis
NVS
|
$1.77M |
| 3 |
SAP
SAP
|
$1.52M |
| 4 |
Shell
SHEL
|
$1.22M |
| 5 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$550K |
Sector Composition
| 1 | Technology | 16.29% |
| 2 | Healthcare | 7.32% |
| 3 | Industrials | 6.77% |
| 4 | Financials | 5.63% |
| 5 | Consumer Discretionary | 4.41% |
