KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
-3.91%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
+$105M
(-5.9%)
Cap. Flow
+$403K
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
36.8%
Holding
97
New
4
Increased
44
Reduced
33
Closed
3
Top Buys
| 1 |
Alerian Energy Infrastructure ETF
ENFR
|
$878K |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$801K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$742K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$468K |
| 5 |
HubSpot
HUBS
|
$422K |
Top Sells
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$1.95M |
| 2 |
Global X Cybersecurity ETF
BUG
|
$461K |
| 3 |
Adobe
ADBE
|
$443K |
| 4 |
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% |
