KIA

Kraematon Investment Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.82M
3
+$4.39M
4
IDXX icon
Idexx Laboratories
IDXX
+$4.39M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.55%
2 Industrials 11.82%
3 Financials 8.35%
4 Healthcare 6.07%
5 Energy 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$315K 0.28%
+2,440
77
$312K 0.28%
+1,244
78
$302K 0.27%
+6,181
79
$294K 0.26%
+7,048
80
$264K 0.24%
+1,442
81
$262K 0.23%
+1,934
82
$262K 0.23%
+1,865
83
$257K 0.23%
+1,500
84
$246K 0.22%
+3,910
85
$245K 0.22%
+4,725
86
$243K 0.22%
+513
87
$242K 0.22%
+2,081
88
$231K 0.21%
+7,840
89
$230K 0.21%
+3,965
90
$208K 0.19%
+2,225
91
$48K 0.04%
+900
92
$39K 0.03%
+12,500
93
$28K 0.03%
+11,200
1 2 3
4