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
$86.2M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$311K
3
+$249K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$178K
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$86.7K

Top Sells

1
+$1.45M
2
+$584K
3
+$481K
4
SIXG
Defiance Connective Technologies ETF
SIXG
+$265K
5
SNOW icon
Snowflake
SNOW
+$259K

Sector Composition

1 Industrials 12.94%
2 Financials 10.13%
3 Technology 9.3%
4 Energy 6.3%
5 Healthcare 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$231K 0.27%
6,368
-7
77
$226K 0.26%
5,018
-327
78
$217K 0.25%
2,298
79
$213K 0.25%
5,515
80
$206K 0.24%
4,750
+750
81
$203K 0.24%
1,866
+1
82
$203K 0.24%
3,965
83
$199K 0.23%
17,060
-225
84
$19K 0.02%
850
-50
85
– –
-7,840
86
– –
-4,725
87
– –
-1,504
88
– –
-1,130
89
– –
-513
90
– –
-3,633
91
– –
-7,055
92
– –
-11,000
93
– –
-15,200
94
– –
-5,146
95
– –
-18,225
1 2 3
4