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
$98.4M
AUM Growth
-$857K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$756K
3
+$205K
4
INCO icon
Columbia India Consumer ETF
INCO
+$204K
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$201K

Top Sells

1
+$5.21M
2
+$766K
3
+$391K
4
ABT icon
Abbott
ABT
+$212K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$206K

Sector Composition

1 Technology 15.27%
2 Industrials 12.03%
3 Financials 10.51%
4 Energy 6.89%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.24%
28,763
27
$1.21M 1.23%
19,160
-341
28
$1.11M 1.13%
34,202
+500
29
$1.11M 1.13%
2,486
+459
30
$1.08M 1.1%
40,762
+599
31
$1.07M 1.08%
19,207
+1,037
32
$1.05M 1.07%
28,385
+110
33
$962K 0.98%
14,277
-267
34
$958K 0.97%
9,107
-154
35
$957K 0.97%
3,723
+417
36
$920K 0.93%
21,809
-2,012
37
$901K 0.92%
995
-24
38
$894K 0.91%
12,149
-388
39
$849K 0.86%
15,577
+25
40
$842K 0.85%
33,080
-2,321
41
$835K 0.85%
8,728
+89
42
$797K 0.81%
8,913
+21
43
$789K 0.8%
25,889
+138
44
$756K 0.77%
+1,281
45
$739K 0.75%
21,917
46
$716K 0.73%
3,933
47
$715K 0.73%
41,203
-2,523
48
$713K 0.72%
17,297
+153
49
$701K 0.71%
2,841
+1
50
$574K 0.58%
10,182
-244
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2
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