KIA

Kraematon Investment Advisors Portfolio holdings

AUM $123M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.14M
3
+$547K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$310K
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$282K

Top Sells

1
+$1.88M
2
+$473K
3
+$217K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$152K
5
XJAN icon
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
+$151K

Sector Composition

1 Technology 18.84%
2 Industrials 10.68%
3 Financials 10.5%
4 Healthcare 4.89%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.57%
17,472
+65
52
$663K 0.57%
15,788
-100
53
$622K 0.53%
1,390
+574
54
$611K 0.52%
800
-113
55
$599K 0.51%
+5,712
56
$598K 0.51%
6,400
+1,664
57
$579K 0.5%
12,668
+3
58
$534K 0.46%
1,201
59
$523K 0.45%
11,892
-397
60
$488K 0.42%
48,000
-13,331
61
$487K 0.42%
15,033
+3,270
62
$476K 0.41%
8,606
+18
63
$474K 0.41%
41,500
+26,000
64
$473K 0.4%
1,500
+6
65
$426K 0.36%
1,842
+3
66
$394K 0.34%
3,998
+4
67
$371K 0.32%
1,580
+152
68
$369K 0.32%
7,157
+33
69
$356K 0.3%
3,891
-143
70
$355K 0.3%
14,191
-1,055
71
$351K 0.3%
8,015
-1,182
72
$351K 0.3%
1,555
73
$350K 0.3%
5,250
+28
74
$348K 0.3%
9,545
+15
75
$329K 0.28%
6,552
1 2
3
4 5