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
$77.6M
AUM Growth
-$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$487K
3
+$362K
4
NVDA icon
NVIDIA
NVDA
+$298K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$106K

Top Sells

1
+$737K
2
+$601K
3
+$369K
4
FTGC icon
First Trust Global Tactical Commodity Strategy Fund
FTGC
+$359K
5
FPXI icon
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
+$259K

Sector Composition

1 Industrials 13.51%
2 Financials 10.29%
3 Technology 9.65%
4 Energy 7.46%
5 Materials 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$217K 0.28%
2,298
77
$217K 0.28%
6,228
78
$207K 0.27%
1,160
-55
79
$203K 0.26%
3,965
80
$201K 0.26%
5,808
-560
81
– –
-1,866
82
– –
-5,977
83
– –
-1,671
84
– –
-850
85
– –
-5,018
86
– –
-2,373
87
– –
-4,750
1 2 3
4