KIA

Kraematon Investment Advisors Portfolio holdings

AUM $123M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.14M
3
+$547K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$310K
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$282K

Top Sells

1
+$1.88M
2
+$473K
3
+$217K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$152K
5
XJAN icon
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
+$151K

Sector Composition

1 Technology 18.84%
2 Industrials 10.68%
3 Financials 10.5%
4 Healthcare 4.89%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.49%
15,605
-78
27
$1.65M 1.41%
50,952
+4,125
28
$1.56M 1.33%
3,009
+1
29
$1.54M 1.32%
4,362
-115
30
$1.42M 1.22%
24,765
+501
31
$1.34M 1.15%
9,205
-260
32
$1.21M 1.03%
13,338
-540
33
$1.19M 1.02%
18,062
-39
34
$1.15M 0.98%
8,833
+212
35
$971K 0.83%
16,259
-66
36
$936K 0.8%
10,972
+49
37
$864K 0.74%
22,736
-69
38
$857K 0.73%
1,833
+123
39
$826K 0.71%
8,219
+25
40
$822K 0.7%
3,468
+2
41
$815K 0.7%
18,821
-80
42
$796K 0.68%
10,865
+10
43
$794K 0.68%
13,816
-1,233
44
$768K 0.66%
19,383
+58
45
$766K 0.66%
42,009
-1,251
46
$760K 0.65%
16,516
+6,712
47
$746K 0.64%
3,455
-300
48
$717K 0.61%
9,434
-505
49
$674K 0.58%
11,839
+1,067
50
$674K 0.58%
27,039
+74
1
2
3 4 5