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
$105M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$801K
3
+$742K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$468K
5
HUBS icon
HubSpot
HUBS
+$422K

Top Sells

1
+$1.95M
2
+$461K
3
+$443K
4
AAPL icon
Apple
AAPL
+$394K
5
MIME
Mimecast Limited
MIME
+$274K

Sector Composition

1 Industrials 12.67%
2 Technology 12.03%
3 Financials 9.77%
4 Energy 5.84%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.38%
18,225
-3,445
27
$1.36M 1.3%
22,228
+7,619
28
$1.34M 1.27%
29,179
-292
29
$1.26M 1.2%
17,418
-8
30
$1.16M 1.1%
24,835
+545
31
$1.11M 1.05%
17,206
+67
32
$1.07M 1.02%
21,580
+49
33
$950K 0.9%
6,201
-506
34
$930K 0.89%
15,903
-284
35
$922K 0.88%
18,845
-1,241
36
$912K 0.87%
8,871
+67
37
$878K 0.84%
+38,671
38
$868K 0.83%
9,171
+33
39
$868K 0.83%
31,336
+2,965
40
$864K 0.82%
4,509
+410
41
$807K 0.77%
3,801
42
$801K 0.76%
+15,073
43
$789K 0.75%
21,522
44
$763K 0.73%
11,806
+76
45
$761K 0.72%
20,291
-79
46
$704K 0.67%
24,891
+172
47
$700K 0.67%
18,584
-82
48
$665K 0.63%
13,363
+675
49
$639K 0.61%
36,438
+208
50
$608K 0.58%
1,973
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