KLC
Knowledge Leaders Capital Portfolio holdings
AUM
$42.2M
This Quarter Return
+0.32%
1 Year Return
+24.52%
3 Year Return
+51.58%
5 Year Return
+147.16%
10 Year Return
+419.24%
AUM
$157M
AUM Growth
+$157M
(+4.4%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
4.07%
Top 10 Holdings %
Top 10 Hldgs %
39.6%
Holding
55
New
2
Increased
53
Reduced
–
Closed
–
Top Buys
| 1 |
TechnipFMC
FTI
|
$3.59M |
| 2 |
Varex Imaging
VREX
|
$759K |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$173K |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$106K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$99.4K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.87% |
| 2 | Energy | 21.18% |
| 3 | Healthcare | 17.89% |
| 4 | Materials | 13.3% |
| 5 | Industrials | 11.38% |
