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
$81.2M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$29.4K
3
+$14.2K
4
LYB icon
LyondellBasell Industries
LYB
+$7.2K
5
AFL icon
Aflac
AFL
+$4.22K

Top Sells

1
+$1.77M
2
+$795K
3
+$706K
4
CWST icon
Casella Waste Systems
CWST
+$388K
5
BEAM icon
Beam Therapeutics
BEAM
+$253K

Sector Composition

1 Technology 11.98%
2 Industrials 11.74%
3 Financials 11.74%
4 Energy 7.35%
5 Materials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.53%
17,775
-2,495
52
$420K 0.52%
9,487
-125
53
$414K 0.51%
33,961
-2,807
54
$383K 0.47%
2,702
-74
55
$371K 0.46%
11,133
-662
56
$365K 0.45%
11,530
-1,000
57
$364K 0.45%
4,536
+11
58
$360K 0.44%
2,799
-94
59
$349K 0.43%
2,409
+14
60
$318K 0.39%
10,810
61
$311K 0.38%
11,573
-356
62
$298K 0.37%
10,894
+86
63
$294K 0.36%
5,059
+39
64
$290K 0.36%
1,153
-99
65
$276K 0.34%
1,854
+3
66
$271K 0.33%
2,356
+8
67
$259K 0.32%
8,296
-746
68
$251K 0.31%
1,640
69
$239K 0.29%
4,750
+583
70
$239K 0.29%
7,191
+15
71
$238K 0.29%
2,698
-434
72
$229K 0.28%
1,472
+1
73
$221K 0.27%
3,941
+6
74
$217K 0.27%
5,705
-28
75
$211K 0.26%
1,879
-149
1 2
3
4