KIA

Kraematon Investment Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 24.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$676K
3
+$269K
4
HUBS icon
HubSpot
HUBS
+$201K
5
GS icon
Goldman Sachs
GS
+$182K

Top Sells

1
+$867K
2
+$429K
3
+$369K
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$263K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$236K

Sector Composition

1 Technology 17.93%
2 Industrials 12.03%
3 Financials 11.14%
4 Healthcare 4.94%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.62%
17,407
-869
52
$595K 0.56%
10,772
+21
53
$545K 0.51%
15,888
-1,034
54
$532K 0.5%
12,289
-987
55
$522K 0.49%
12,665
+3
56
$473K 0.45%
15,920
-9,142
57
$449K 0.42%
8,588
+19
58
$444K 0.42%
9,804
+3,282
59
$443K 0.42%
816
-10
60
$433K 0.41%
1,494
+8
61
$423K 0.4%
951
-4
62
$399K 0.38%
4,034
+10
63
$393K 0.37%
592
-56
64
$381K 0.36%
1,201
65
$366K 0.35%
9,197
-11,466
66
$360K 0.34%
3,994
+5
67
$358K 0.34%
11,763
+945
68
$348K 0.33%
1,555
69
$341K 0.32%
1,839
+3
70
$341K 0.32%
5,900
-1,403
71
$340K 0.32%
5,222
-146
72
$337K 0.32%
7,124
+33
73
$324K 0.31%
9,530
+21
74
$324K 0.31%
7,470
-985
75
$312K 0.29%
6,552
-1,700
1 2
3
4