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
$102M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$472K
3
+$456K
4
ABT icon
Abbott
ABT
+$213K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$202K

Top Sells

1
+$509K
2
+$477K
3
+$315K
4
RTX icon
RTX Corp
RTX
+$278K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Sector Composition

1 Technology 15.58%
2 Industrials 11.88%
3 Financials 10.97%
4 Energy 5.86%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.28%
28,326
-437
27
$1.29M 1.27%
27,239
-2,243
28
$1.26M 1.24%
91,653
-2,693
29
$1.23M 1.21%
2,857
+371
30
$1.17M 1.15%
41,556
+794
31
$1.17M 1.15%
8,984
-123
32
$1.17M 1.15%
21,257
+2,050
33
$1.09M 1.07%
16,712
+2,435
34
$1.02M 1%
1,150
+155
35
$1.02M 1%
32,090
-2,112
36
$989K 0.97%
3,614
-109
37
$963K 0.95%
11,772
-377
38
$896K 0.88%
15,499
-78
39
$877K 0.86%
20,201
-1,608
40
$874K 0.86%
26,011
+122
41
$859K 0.84%
8,253
-660
42
$817K 0.8%
31,109
-1,971
43
$794K 0.78%
21,767
-150
44
$772K 0.76%
8,052
-676
45
$765K 0.75%
1,439
+158
46
$744K 0.73%
16,556
-741
47
$693K 0.68%
18,641
+4,566
48
$645K 0.63%
35,650
-5,553
49
$577K 0.57%
9,739
-443
50
$569K 0.56%
3,746
-187
1
2
3 4