KIA

Kraematon Investment Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.1M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.09M
3
+$391K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$303K
5
MRNA icon
Moderna
MRNA
+$300K

Top Sells

1
+$1.45M
2
+$576K
3
+$408K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$298K
5
VZ icon
Verizon
VZ
+$138K

Sector Composition

1 Industrials 13.05%
2 Financials 10.28%
3 Technology 9.55%
4 Energy 7.18%
5 Healthcare 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.54%
13,099
-474
52
$483K 0.53%
3,423
+307
53
$474K 0.51%
1,976
+1
54
$455K 0.49%
5,817
-311
55
$438K 0.48%
11,258
+322
56
$416K 0.45%
4,959
+25
57
$391K 0.43%
+2,882
58
$388K 0.42%
15,827
-335
59
$370K 0.4%
1,077
+6
60
$369K 0.4%
10,799
+266
61
$350K 0.38%
2,612
+19
62
$330K 0.36%
22,550
-2,000
63
$328K 0.36%
9,912
+59
64
$317K 0.34%
3,077
-174
65
$300K 0.33%
+1,671
66
$299K 0.32%
13,225
+81
67
$298K 0.32%
1,844
-122
68
$294K 0.32%
2,347
-116
69
$289K 0.31%
1,248
+1
70
$284K 0.31%
9,036
-2,513
71
$260K 0.28%
1,471
+1
72
$252K 0.27%
5,029
+17
73
$248K 0.27%
8,639
-1,076
74
$235K 0.26%
6,202
-26
75
$223K 0.24%
+4,817
1 2
3
4 5