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
$91M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$481K
3
+$403K
4
BEAM icon
Beam Therapeutics
BEAM
+$253K
5
ABT icon
Abbott
ABT
+$204K

Top Sells

1
+$634K
2
+$276K
3
+$251K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$156K
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$151K

Sector Composition

1 Industrials 13.13%
2 Technology 11.51%
3 Financials 10.65%
4 Energy 6.57%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 1.21%
43,879
-590
27
$992K 1.09%
26,172
+73
28
$991K 1.09%
19,937
-273
29
$969K 1.07%
44,403
-874
30
$967K 1.06%
22,850
+150
31
$950K 1.04%
+30,195
32
$903K 0.99%
4,278
-50
33
$884K 0.97%
23,772
-2,090
34
$882K 0.97%
27,125
-300
35
$879K 0.97%
19,907
-759
36
$840K 0.92%
9,288
+33
37
$838K 0.92%
31,034
-716
38
$802K 0.88%
25,524
-70
39
$795K 0.87%
24,375
40
$775K 0.85%
8,442
-118
41
$774K 0.85%
18,212
-308
42
$773K 0.85%
55,557
-313
43
$763K 0.84%
13,627
+16
44
$722K 0.79%
3,416
-185
45
$637K 0.7%
10,765
-269
46
$628K 0.69%
39,313
+5,072
47
$593K 0.65%
1,740
+13
48
$548K 0.6%
20,270
-378
49
$546K 0.6%
13,658
+672
50
$536K 0.59%
11,793
-381
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