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
251
$730 ﹤0.01%
+1
252
$726 ﹤0.01%
+30
253
$628 ﹤0.01%
+19
254
$616 ﹤0.01%
+50
255
$605 ﹤0.01%
+15
256
$562 ﹤0.01%
+20
257
$553 ﹤0.01%
19
-49,659
258
$494 ﹤0.01%
+10
259
$447 ﹤0.01%
+16
260
$412 ﹤0.01%
+5
261
$340 ﹤0.01%
+31
262
$313 ﹤0.01%
+15
263
$265 ﹤0.01%
+14
264
$206 ﹤0.01%
2
-3,957
265
$161 ﹤0.01%
+7
266
$100 ﹤0.01%
+1
267
$85 ﹤0.01%
+2
268
$70 ﹤0.01%
+2
269
$28 ﹤0.01%
+3
270
– –
0
271
– –
0
272
– –
0
273
– –
-13,571
7 8 9 10
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