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
$105M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$801K
3
+$742K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$468K
5
HUBS icon
HubSpot
HUBS
+$422K

Top Sells

1
+$1.95M
2
+$461K
3
+$443K
4
AAPL icon
Apple
AAPL
+$394K
5
MIME
Mimecast Limited
MIME
+$274K

Sector Composition

1 Industrials 12.67%
2 Technology 12.03%
3 Financials 9.77%
4 Energy 5.84%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$597K 0.57%
21,011
+3,165
52
$538K 0.51%
6,995
-86
53
$528K 0.5%
17,304
+7
54
$489K 0.47%
3,099
+232
55
$481K 0.46%
5,146
+3
56
$454K 0.43%
10,865
-295
57
$450K 0.43%
11,731
-39
58
$446K 0.42%
6,140
+15
59
$431K 0.41%
4,885
+23
60
$418K 0.4%
10,130
-430
61
$363K 0.35%
3,252
+24
62
$354K 0.34%
13,816
-17
63
$349K 0.33%
1,058
+5
64
$348K 0.33%
2,553
+16
65
$341K 0.32%
+8,894
66
$340K 0.32%
1,145
67
$337K 0.32%
17,285
+1,215
68
$316K 0.3%
5,515
+100
69
$315K 0.3%
2,298
+20
70
$314K 0.3%
1,937
+3
71
$314K 0.3%
2,447
+7
72
$312K 0.3%
5,345
73
$311K 0.3%
6,375
-48
74
$309K 0.29%
6,327
-1,860
75
$309K 0.29%
13,497
-1,726
1 2
3
4