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
$98.4M
AUM Growth
-$857K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$756K
3
+$205K
4
INCO icon
Columbia India Consumer ETF
INCO
+$204K
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$201K

Top Sells

1
+$5.21M
2
+$766K
3
+$391K
4
ABT icon
Abbott
ABT
+$212K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$206K

Sector Composition

1 Technology 15.27%
2 Industrials 12.03%
3 Financials 10.51%
4 Energy 6.89%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$539K 0.55%
11,050
+35
52
$495K 0.5%
10,178
+13
53
$493K 0.5%
2,436
+13
54
$483K 0.49%
1,031
55
$477K 0.48%
11,069
-3,222
56
$437K 0.44%
12,893
+1,525
57
$424K 0.43%
11,141
+25
58
$414K 0.42%
6,669
59
$395K 0.4%
4,104
+10
60
$392K 0.4%
10,260
61
$377K 0.38%
6,847
-792
62
$364K 0.37%
9,159
+39
63
$357K 0.36%
14,075
-2,000
64
$345K 0.35%
12,456
+4
65
$323K 0.33%
10,630
66
$314K 0.32%
1,828
+3
67
$306K 0.31%
1,536
+2
68
$306K 0.31%
15,603
69
$299K 0.3%
2,054
+3
70
$294K 0.3%
3,886
+6
71
$294K 0.3%
613
+30
72
$279K 0.28%
1,083
+2
73
$264K 0.27%
2,630
-64
74
$255K 0.26%
1,398
+1
75
$251K 0.26%
1,860
1 2
3
4