KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
-14.51%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$86.2M
AUM Growth
+$86.2M
(-18%)
Cap. Flow
-$1.36M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
37.39%
Holding
95
New
1
Increased
42
Reduced
34
Closed
11
Top Buys
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$1.93M |
| 2 |
Amazon
AMZN
|
$1M |
| 3 |
Goldman Sachs BDC
GSBD
|
$311K |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$249K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
$178K |
Top Sells
| 1 |
MIME
Mimecast Limited
MIME
|
$1.45M |
| 2 |
ERF
Enerplus Corporation
ERF
|
$584K |
| 3 |
CERN
Cerner Corp
CERN
|
$481K |
| 4 |
SIXG
Defiance Connective Technologies ETF
SIXG
|
$265K |
| 5 |
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% |
