KIA

Kraematon Investment Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 24.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$676K
3
+$269K
4
HUBS icon
HubSpot
HUBS
+$201K
5
GS icon
Goldman Sachs
GS
+$182K

Top Sells

1
+$867K
2
+$429K
3
+$369K
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$263K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$236K

Sector Composition

1 Technology 17.93%
2 Industrials 12.03%
3 Financials 11.14%
4 Healthcare 4.94%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.42%
11,059
-150
27
$1.5M 1.41%
3,008
-27
28
$1.32M 1.25%
24,264
+122
29
$1.24M 1.17%
23,869
+2,980
30
$1.19M 1.13%
16,325
-1,025
31
$1.15M 1.08%
13,878
-332
32
$1.15M 1.08%
8,621
-268
33
$952K 0.9%
1,710
+344
34
$945K 0.89%
3,466
+3
35
$891K 0.84%
10,923
-269
36
$876K 0.83%
9,465
-225
37
$829K 0.78%
15,049
-211
38
$822K 0.78%
8,194
-108
39
$815K 0.77%
18,901
+177
40
$805K 0.76%
22,805
-206
41
$787K 0.74%
3,755
42
$774K 0.73%
10,855
+1,271
43
$770K 0.73%
43,260
-5,673
44
$751K 0.71%
9,939
-175
45
$735K 0.69%
18,101
-4,969
46
$734K 0.69%
19,325
-884
47
$728K 0.69%
+14,201
48
$711K 0.67%
913
-141
49
$690K 0.65%
61,331
+969
50
$668K 0.63%
26,965
-1,327
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2
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