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
$92.1M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.09M
3
+$391K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$303K
5
MRNA icon
Moderna
MRNA
+$300K

Top Sells

1
+$1.45M
2
+$576K
3
+$408K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$298K
5
VZ icon
Verizon
VZ
+$138K

Sector Composition

1 Industrials 13.05%
2 Financials 10.28%
3 Technology 9.54%
4 Energy 7.18%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$223K 0.24%
+2,025
77
$217K 0.24%
5,955
+147
78
$216K 0.23%
5,515
79
$213K 0.23%
3,970
+5
80
$206K 0.22%
+1,435
81
$205K 0.22%
+1,866
82
$200K 0.22%
2,298
83
$196K 0.21%
5,630
-160
84
$196K 0.21%
+513
85
$189K 0.21%
16,635
-200
86
$187K 0.2%
+2,231
87
$186K 0.2%
+4,500
88
$179K 0.19%
+3,739
89
$167K 0.18%
+1,515
90
$166K 0.18%
+3,607
91
$166K 0.18%
+5,547
92
$161K 0.18%
+1,732
93
$150K 0.16%
+5,463
94
$149K 0.16%
+3,651
95
$144K 0.16%
+803
96
$140K 0.15%
+4,725
97
$140K 0.15%
+443
98
$138K 0.15%
+1,490
99
$127K 0.14%
+838
100
$126K 0.14%
+4,834
2 3
4
5 6