KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+1.54%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$98.4M
AUM Growth
+$98.4M
(-0.86%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
1.55%
Top 10 Holdings %
Top 10 Hldgs %
37.22%
Holding
91
New
4
Increased
42
Reduced
25
Closed
6
Top Buys
| 1 |
Chord Energy
CHRD
|
$4.43M |
| 2 |
NVIDIA
NVDA
|
$2.77M |
| 3 |
HubSpot
HUBS
|
$756K |
| 4 |
Amphenol
APH
|
$472K |
| 5 |
Microsoft
MSFT
|
$205K |
Top Sells
| 1 |
ERF
Enerplus Corporation
ERF
|
$5.21M |
| 2 |
Apple
AAPL
|
$766K |
| 3 |
B&G Foods
BGS
|
$391K |
| 4 |
Abbott
ABT
|
$212K |
| 5 |
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% |
