KIA

Kraematon Investment Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 22.82%
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.1M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.09M
3
+$391K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$303K
5
MRNA icon
Moderna
MRNA
+$300K

Top Sells

1
+$1.45M
2
+$576K
3
+$408K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$298K
5
VZ icon
Verizon
VZ
+$138K

Sector Composition

1 Industrials 13.05%
2 Financials 10.28%
3 Technology 9.54%
4 Energy 7.18%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.93K 0.01%
+358
227
$4.74K 0.01%
+98
228
$4.68K 0.01%
+572
229
$4.66K 0.01%
+160
230
$4.43K ﹤0.01%
+87
231
$4.27K ﹤0.01%
+150
232
$4.11K ﹤0.01%
+79
233
$3.84K ﹤0.01%
+2,885
234
$3.73K ﹤0.01%
+466
235
$3.53K ﹤0.01%
+2,150
236
$3.47K ﹤0.01%
+168
237
$3.39K ﹤0.01%
+650
238
$2.73K ﹤0.01%
+67
239
$2.46K ﹤0.01%
+1,118
240
$2.42K ﹤0.01%
+23
241
$1.88K ﹤0.01%
+23
242
$1.78K ﹤0.01%
+3
243
$1.78K ﹤0.01%
+96
244
$1.73K ﹤0.01%
+93
245
$1.58K ﹤0.01%
+30
246
$1.12K ﹤0.01%
+141
247
$895 ﹤0.01%
+52
248
$780 ﹤0.01%
+17
249
$750 ﹤0.01%
+600
250
$741 ﹤0.01%
+7
7 8 9
10
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