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
$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 9.55%
4 Energy 7.18%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.14%
26,959
-1,322
27
$1.02M 1.11%
25,889
-3,513
28
$978K 1.06%
3,382
+103
29
$970K 1.05%
26,593
+2,018
30
$922K 1%
22,358
-899
31
$903K 0.98%
20,559
+76
32
$879K 0.95%
9,222
+30
33
$874K 0.95%
41,302
+4,375
34
$843K 0.92%
31,571
+137
35
$842K 0.91%
4,418
+89
36
$835K 0.91%
17,611
-621
37
$806K 0.88%
9,595
-175
38
$732K 0.8%
5,946
-95
39
$711K 0.77%
8,561
-308
40
$704K 0.77%
18,500
+22
41
$691K 0.75%
11,256
-39
42
$664K 0.72%
14,297
-184
43
$618K 0.67%
55,452
-4,075
44
$588K 0.64%
22,206
45
$588K 0.64%
15,193
-1,870
46
$578K 0.63%
21,027
+602
47
$567K 0.62%
33,724
+12,037
48
$535K 0.58%
20,987
+15
49
$524K 0.57%
36,204
+297
50
$504K 0.55%
3,801
+150
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