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
$105M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$801K
3
+$742K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$468K
5
HUBS icon
HubSpot
HUBS
+$422K

Top Sells

1
+$1.95M
2
+$461K
3
+$443K
4
AAPL icon
Apple
AAPL
+$394K
5
MIME
Mimecast Limited
MIME
+$274K

Sector Composition

1 Industrials 12.67%
2 Technology 12.03%
3 Financials 9.77%
4 Energy 5.84%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.29%
2,432
+351
77
$288K 0.27%
1,671
78
$287K 0.27%
1,245
+1
79
$279K 0.27%
6,183
+2
80
$266K 0.25%
1,501
+1
81
$265K 0.25%
7,055
+7
82
$259K 0.25%
1,130
-75
83
$251K 0.24%
+5,000
84
$240K 0.23%
4,000
-100
85
$232K 0.22%
513
86
$230K 0.22%
1,504
+62
87
$224K 0.21%
3,965
88
$221K 0.21%
1,865
89
$214K 0.2%
7,840
90
$214K 0.2%
3,633
-277
91
$200K 0.19%
4,725
92
$58K 0.06%
11,000
-1,500
93
$32K 0.03%
900
94
$17K 0.02%
15,200
+4,000
95
– –
-14,508
96
– –
-53,704
97
– –
-2,225
1 2 3
4