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
$101M
AUM Growth
-$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$355K
3
+$324K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$295K
5
SNOW icon
Snowflake
SNOW
+$240K

Top Sells

1
+$570K
2
+$297K
3
+$283K
4
ES icon
Eversource Energy
ES
+$250K
5
CWB icon
State Street SPDR Bloomberg Convertible Securities ETF
CWB
+$216K

Sector Composition

1 Technology 17.57%
2 Industrials 11.79%
3 Financials 10.81%
4 Energy 5%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.6%
+20,596
52
$602K 0.6%
9,490
-249
53
$581K 0.57%
10,729
+18
54
$559K 0.55%
8,343
+1,325
55
$550K 0.54%
7,403
-649
56
$485K 0.48%
12,659
+5
57
$454K 0.45%
8,877
+6
58
$418K 0.41%
1,037
-75
59
$385K 0.38%
10,098
-95
60
$377K 0.37%
5,568
-422
61
$372K 0.37%
4,015
+9
62
$357K 0.35%
1,489
+7
63
$355K 0.35%
+17,900
64
$347K 0.34%
1,611
-628
65
$326K 0.32%
1,834
+3
66
$313K 0.31%
7,129
-165
67
$313K 0.31%
3,984
+93
68
$296K 0.29%
580
-34
69
$296K 0.29%
4,582
-1,335
70
$295K 0.29%
+7,279
71
$291K 0.29%
14,349
-1,252
72
$288K 0.28%
2,670
+20
73
$284K 0.28%
9,739
+15
74
$246K 0.24%
19,885
+3,885
75
$245K 0.24%
1,477
+2
1 2
3
4