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
$101M
AUM Growth
-$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$355K
3
+$324K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$295K
5
SNOW icon
Snowflake
SNOW
+$240K

Top Sells

1
+$570K
2
+$297K
3
+$283K
4
ES icon
Eversource Energy
ES
+$250K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$216K

Sector Composition

1 Technology 17.57%
2 Industrials 11.79%
3 Financials 10.81%
4 Energy 5%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 1.29%
41,727
+171
27
$1.27M 1.26%
3,018
+161
28
$1.25M 1.24%
16,078
-2,774
29
$1.22M 1.21%
17,918
-205
30
$1.17M 1.16%
3,497
-117
31
$1.16M 1.14%
16,660
-52
32
$1.02M 1%
26,033
-2,293
33
$965K 0.95%
1,385
-54
34
$955K 0.94%
11,839
+67
35
$954K 0.94%
28,219
-1,174
36
$918K 0.91%
31,321
-769
37
$905K 0.89%
25,377
-634
38
$891K 0.88%
15,779
+280
39
$889K 0.88%
1,151
+1
40
$847K 0.84%
47,833
+12,183
41
$840K 0.83%
11,106
-7,535
42
$830K 0.82%
19,476
-725
43
$812K 0.8%
67,148
-24,505
44
$783K 0.77%
30,597
-512
45
$739K 0.73%
8,278
+25
46
$730K 0.72%
21,639
-128
47
$667K 0.66%
18,615
+6,075
48
$663K 0.66%
3,746
49
$633K 0.63%
15,829
-727
50
$625K 0.62%
18,425
+5,532
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