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
$81.2M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$29.4K
3
+$14.2K
4
LYB icon
LyondellBasell Industries
LYB
+$7.2K
5
AFL icon
Aflac
AFL
+$4.22K

Top Sells

1
+$1.77M
2
+$795K
3
+$706K
4
CWST icon
Casella Waste Systems
CWST
+$388K
5
BEAM icon
Beam Therapeutics
BEAM
+$253K

Sector Composition

1 Technology 11.98%
2 Industrials 11.74%
3 Financials 11.74%
4 Energy 7.35%
5 Materials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.28%
30,839
-4,912
27
$1.01M 1.25%
42,492
-1,387
28
$941K 1.16%
42,452
-1,951
29
$930K 1.15%
29,395
-800
30
$916K 1.13%
21,050
-1,800
31
$913K 1.13%
25,282
-890
32
$821K 1.01%
25,475
-1,650
33
$807K 0.99%
8,518
+76
34
$797K 0.98%
9,323
+35
35
$796K 0.98%
4,153
-125
36
$794K 0.98%
18,880
-1,027
37
$774K 0.95%
12,566
-1,061
38
$751K 0.92%
24,705
-819
39
$735K 0.91%
17,512
-700
40
$719K 0.89%
27,221
-3,813
41
$693K 0.85%
3,416
42
$682K 0.84%
21,042
-2,730
43
$642K 0.79%
40,201
+888
44
$611K 0.75%
10,806
+41
45
$518K 0.64%
1,641
-99
46
$516K 0.64%
52,215
-3,342
47
$475K 0.59%
10,459
-1,334
48
$465K 0.57%
9,909
-44
49
$456K 0.56%
11,056
+27
50
$449K 0.55%
12,050
-1,608
1
2
3 4