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
$98.3M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$409K
2
+$389K
3
+$366K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$351K
5
APH icon
Amphenol
APH
+$311K

Top Sells

1
+$727K
2
+$347K
3
+$271K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$266K
5
DKNG icon
DraftKings
DKNG
+$243K

Sector Composition

1 Technology 15.88%
2 Industrials 12.95%
3 Financials 11.14%
4 Energy 5.41%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$602K 0.61%
13,276
-2,553
52
$591K 0.6%
16,922
-3,674
53
$521K 0.53%
10,751
+22
54
$514K 0.52%
7,303
-100
55
$495K 0.5%
20,435
-7,784
56
$463K 0.47%
955
-82
57
$442K 0.45%
12,662
+3
58
$438K 0.45%
8,569
-308
59
$415K 0.42%
4,024
+9
60
$409K 0.42%
+826
61
$389K 0.4%
+9,690
62
$385K 0.39%
1,836
+2
63
$366K 0.37%
+8,252
64
$365K 0.37%
1,486
-3
65
$352K 0.36%
5,368
-200
66
$351K 0.36%
+648
67
$320K 0.33%
8,455
-1,643
68
$311K 0.32%
1,201
+658
69
$299K 0.3%
9,509
-230
70
$296K 0.3%
7,091
-38
71
$294K 0.3%
3,989
+5
72
$287K 0.29%
2,349
-321
73
$274K 0.28%
6,522
-757
74
$267K 0.27%
13,198
-1,151
75
$252K 0.26%
+10,818
1 2
3
4