Klingman & Associates, LLC

CIK Number: 0001662449

1.61B
Market Value
253
# of Holdings
16 months
Avg. Holding Period
71.65%
Win Rate
24.15%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1
Ishares Tr
607.39
+0.01% 522.62K +1.86% 301.46M 327 18.67%
2
Ishares Tr
65.65
-0.45% 1.36M +3.95% 84.74M 43.64 5.25%
3
Spdr S&P 500 Et...
604.38
+0.01% 121.17K -2.30% 69.52M 210.69 4.31%
4
Ishares Tr
122.77
-0.73% 531.92K +2.43% 62.21M 88.93 3.85%
5 Spdr Ser Tr
53.12
-0.29% 1.11M -0.28% 58.71M 31.36 3.64%

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