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
$102M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$472K
3
+$456K
4
ABT icon
Abbott
ABT
+$213K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$202K

Top Sells

1
+$509K
2
+$477K
3
+$315K
4
RTX icon
RTX Corp
RTX
+$278K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Sector Composition

1 Technology 15.58%
2 Industrials 11.88%
3 Financials 10.97%
4 Energy 5.86%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$517K 0.51%
1,112
+81
52
$516K 0.51%
2,239
-602
53
$513K 0.5%
12,893
54
$509K 0.5%
10,193
+15
55
$507K 0.5%
10,711
-430
56
$472K 0.46%
+7,018
57
$469K 0.46%
8,871
-2,179
58
$456K 0.45%
+12,540
59
$448K 0.44%
12,654
+198
60
$416K 0.41%
4,006
-98
61
$415K 0.41%
5,990
-679
62
$362K 0.35%
1,831
+3
63
$361K 0.35%
5,917
-930
64
$357K 0.35%
15,601
-2
65
$313K 0.31%
1,482
-954
66
$312K 0.31%
3,891
+5
67
$308K 0.3%
9,724
-906
68
$305K 0.3%
2,650
+20
69
$300K 0.29%
614
+1
70
$289K 0.28%
7,294
-1,865
71
$280K 0.27%
1,085
+2
72
$275K 0.27%
7,010
-3,250
73
$263K 0.26%
1,707
-347
74
$262K 0.26%
1,540
+4
75
$250K 0.25%
3,674
+25
1 2
3
4