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
$77.6M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$487K
3
+$362K
4
NVDA icon
NVIDIA
NVDA
+$298K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$106K

Top Sells

1
+$737K
2
+$601K
3
+$369K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$359K
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$259K

Sector Composition

1 Industrials 13.51%
2 Financials 10.29%
3 Technology 9.65%
4 Energy 7.46%
5 Materials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$397K 0.51%
3,116
+8
52
$395K 0.51%
3,959
-1,679
53
$391K 0.5%
6,128
-384
54
$385K 0.5%
4,934
+24
55
$382K 0.49%
17,323
+11
56
$377K 0.49%
10,936
+35
57
$371K 0.48%
13,573
+36
58
$362K 0.47%
+21,687
59
$324K 0.42%
5,790
-350
60
$320K 0.41%
10,533
-1,075
61
$314K 0.4%
1,071
+7
62
$302K 0.39%
3,251
-26
63
$298K 0.38%
9,853
-335
64
$298K 0.38%
+24,550
65
$298K 0.38%
13,571
+37
66
$291K 0.37%
13,144
-735
67
$286K 0.37%
1,247
+1
68
$275K 0.35%
2,463
+8
69
$271K 0.35%
2,593
+21
70
$264K 0.34%
1,966
-27
71
$263K 0.34%
5,515
72
$255K 0.33%
16,835
-225
73
$251K 0.32%
5,012
+8
74
$240K 0.31%
1,470
-33
75
$234K 0.3%
9,715
1 2
3
4