KLC

Knowledge Leaders Capital Portfolio holdings

AUM $42.2M
1-Year Est. Return 24.52%
This Quarter Est. Return
1 Year Est. Return
+24.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6M
AUM Growth
-$48.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$5.21M
3
+$5.19M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$4.2M
5
MCHP icon
Microchip Technology
MCHP
+$3.18K

Top Sells

1
+$1.57M
2
+$935K
3
+$930K
4
VIVO
Meridian Bioscience Inc
VIVO
+$899K
5
LHCG
LHC Group LLC
LHCG
+$882K

Sector Composition

1 Technology 23.3%
2 Industrials 14.86%
3 Healthcare 11.87%
4 Communication Services 4.4%
5 Consumer Discretionary 4.35%
Name Market Value Portfolio Weight Shares or Principal Change
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