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
$86.5M
AUM Growth
-$5.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$849K
2
+$761K
3
+$405K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$368K
5
BAM icon
Brookfield Asset Management
BAM
+$315K

Top Sells

1
+$978K
2
+$835K
3
+$732K
4
IBUY icon
Amplify Online Retail ETF
IBUY
+$503K
5
PTH icon
Invesco Dorsey Wright Healthcare Momentum ETF
PTH
+$423K

Sector Composition

1 Industrials 13.75%
2 Financials 10.37%
3 Technology 10.13%
4 Energy 6.9%
5 Healthcare 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$220K 0.25%
4,017
-800
77
$213K 0.25%
3,929
+190
78
$212K 0.25%
518
+5
79
$211K 0.24%
10,910
-5,725
80
$202K 0.23%
4,024
-1,005
81
$13.9K 0.02%
10,250
-2,000
82
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5 6