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
$91M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$481K
3
+$403K
4
BEAM icon
Beam Therapeutics
BEAM
+$253K
5
ABT icon
Abbott
ABT
+$204K

Top Sells

1
+$634K
2
+$276K
3
+$251K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$156K
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$151K

Sector Composition

1 Industrials 13.13%
2 Technology 11.51%
3 Financials 10.65%
4 Energy 6.57%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$514K 0.57%
36,768
+291
52
$511K 0.56%
12,530
+4,150
53
$481K 0.53%
+9,953
54
$476K 0.52%
11,029
-255
55
$444K 0.49%
9,612
-5,965
56
$415K 0.46%
2,776
-209
57
$403K 0.44%
4,525
-312
58
$385K 0.42%
11,795
-155
59
$384K 0.42%
2,893
+6
60
$359K 0.39%
11,929
+3,290
61
$356K 0.39%
5,020
+32
62
$348K 0.38%
2,395
+16
63
$310K 0.34%
10,808
-172
64
$308K 0.34%
1,252
+2
65
$304K 0.33%
9,042
+6
66
$289K 0.32%
1,640
+20
67
$288K 0.32%
2,348
-6
68
$287K 0.32%
10,810
-100
69
$282K 0.31%
12,173
-6,508
70
$281K 0.31%
3,132
+28
71
$253K 0.28%
+7,915
72
$249K 0.27%
1,851
+4
73
$246K 0.27%
2,028
+2
74
$244K 0.27%
4,167
+150
75
$243K 0.27%
1,471
+35
1 2
3
4