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
$86.5M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$761K
3
+$405K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$368K
5
BAM icon
Brookfield Asset Management
BAM
+$315K

Top Sells

1
+$978K
2
+$835K
3
+$732K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$503K
5
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$423K

Sector Composition

1 Industrials 13.75%
2 Financials 10.37%
3 Technology 10.13%
4 Energy 6.9%
5 Healthcare 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$498K 0.58%
1,727
-249
52
$485K 0.56%
18,681
-2,306
53
$459K 0.53%
11,284
+26
54
$432K 0.5%
2,985
-438
55
$408K 0.47%
4,837
-980
56
$391K 0.45%
11,950
+9,618
57
$390K 0.45%
4,988
+29
58
$374K 0.43%
2,887
+5
59
$329K 0.38%
10,231
-568
60
$314K 0.36%
10,980
+1,068
61
$312K 0.36%
8,380
+2,750
62
$310K 0.36%
2,379
-233
63
$299K 0.35%
3,104
+27
64
$294K 0.34%
13,554
65
$294K 0.34%
1,847
+3
66
$294K 0.34%
12,510
-3,317
67
$291K 0.34%
2,354
+7
68
$282K 0.33%
1,250
+2
69
$279K 0.32%
8,639
70
$257K 0.3%
1,671
71
$250K 0.29%
1,620
+185
72
$237K 0.27%
2,026
+1
73
$228K 0.26%
2,278
-20
74
$225K 0.26%
5,699
-503
75
$223K 0.26%
1,436
-35
1 2
3
4 5