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
$86.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$311K
3
+$249K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$178K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$86.7K

Top Sells

1
+$1.45M
2
+$584K
3
+$481K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K
5
SNOW icon
Snowflake
SNOW
+$259K

Sector Composition

1 Industrials 12.94%
2 Financials 10.13%
3 Technology 9.3%
4 Energy 6.3%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.53%
6,512
-483
52
$417K 0.48%
3,108
+9
53
$415K 0.48%
17,312
+8
54
$415K 0.48%
4,910
+25
55
$401K 0.47%
10,901
+36
56
$396K 0.46%
13,537
+174
57
$365K 0.42%
11,608
-123
58
$352K 0.41%
13,879
+63
59
$351K 0.41%
3,277
+25
60
$318K 0.37%
6,140
61
$317K 0.37%
10,188
+58
62
$316K 0.37%
1,064
+6
63
$305K 0.35%
1,993
+56
64
$298K 0.35%
13,534
+37
65
$291K 0.34%
2,455
+8
66
$290K 0.34%
2,572
+19
67
$290K 0.34%
1,246
+1
68
$267K 0.31%
1,503
+2
69
$266K 0.31%
9,715
+821
70
$259K 0.3%
5,977
-350
71
$256K 0.3%
1,215
+70
72
$251K 0.29%
5,004
+4
73
$250K 0.29%
6,228
+45
74
$239K 0.28%
1,671
75
$239K 0.28%
2,373
-59
1 2
3
4