KIA

Kraematon Investment Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$311K
3
+$249K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$178K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$86.7K

Top Sells

1
+$1.45M
2
+$584K
3
+$481K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K
5
SNOW icon
Snowflake
SNOW
+$259K

Sector Composition

1 Industrials 12.94%
2 Financials 10.13%
3 Technology 9.3%
4 Energy 6.3%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.16M 1.34%
17,122
-296
27
$1.14M 1.32%
8,963
-492
28
$1.07M 1.24%
3,557
-112
29
$1.05M 1.22%
9,920
30
$991K 1.15%
21,373
-207
31
$950K 1.1%
17,174
-32
32
$943K 1.09%
26,452
-2,727
33
$913K 1.06%
18,901
+56
34
$875K 1.01%
9,202
+31
35
$849K 0.98%
21,872
+350
36
$811K 0.94%
30,311
+9,300
37
$805K 0.93%
31,269
-67
38
$801K 0.93%
9,156
+285
39
$791K 0.92%
39,237
+566
40
$732K 0.85%
15,821
-82
41
$696K 0.81%
11,837
+31
42
$693K 0.8%
17,228
+2,155
43
$640K 0.74%
36,666
+228
44
$627K 0.73%
3,801
45
$623K 0.72%
4,559
+50
46
$606K 0.7%
5,638
-563
47
$594K 0.69%
18,456
-128
48
$577K 0.67%
20,350
+59
49
$551K 0.64%
24,179
-712
50
$507K 0.59%
1,974
+1
1
2
3 4