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
$98.3M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$409K
2
+$389K
3
+$366K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$351K
5
APH icon
Amphenol
APH
+$311K

Top Sells

1
+$727K
2
+$347K
3
+$271K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$266K
5
DKNG icon
DraftKings
DKNG
+$243K

Sector Composition

1 Technology 15.88%
2 Industrials 12.95%
3 Financials 11.14%
4 Energy 5.41%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 1.14%
23,586
-1,178
27
$1.1M 1.12%
17,350
-568
28
$1.09M 1.11%
14,210
-1,868
29
$1.03M 1.05%
8,889
-67
30
$960K 0.98%
20,889
+2,464
31
$946K 0.96%
11,209
+103
32
$929K 0.95%
3,463
-34
33
$918K 0.93%
8,302
+24
34
$912K 0.93%
23,070
-2,963
35
$903K 0.92%
11,192
-647
36
$870K 0.89%
1,054
-97
37
$861K 0.88%
48,933
+1,100
38
$836K 0.85%
15,260
-519
39
$796K 0.81%
18,724
-752
40
$780K 0.79%
1,366
-19
41
$775K 0.79%
20,663
-19,397
42
$771K 0.78%
23,011
+4,396
43
$747K 0.76%
20,209
-1,430
44
$714K 0.73%
28,292
-2,305
45
$707K 0.72%
25,062
-6,259
46
$702K 0.71%
60,362
-6,786
47
$685K 0.7%
18,276
-7,101
48
$640K 0.65%
3,755
+9
49
$637K 0.65%
10,114
+624
50
$636K 0.65%
9,584
+1,241
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