KIA

Kraematon Investment Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$481K
3
+$403K
4
BEAM icon
Beam Therapeutics
BEAM
+$253K
5
ABT icon
Abbott
ABT
+$204K

Top Sells

1
+$634K
2
+$276K
3
+$251K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$156K
5
KBA icon
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
+$151K

Sector Composition

1 Industrials 13.13%
2 Technology 11.51%
3 Financials 10.65%
4 Energy 6.57%
5 Healthcare 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$242K 0.27%
7,176
-3,055
77
$231K 0.25%
3,935
+6
78
$227K 0.25%
5,733
+34
79
$211K 0.23%
9,282
-3,228
80
$205K 0.23%
463
-55
81
$204K 0.22%
+1,867
82
$203K 0.22%
2,278
83
$203K 0.22%
+3,975
84
$203K 0.22%
1,671
85
$202K 0.22%
4,036
+12
86
$20.9K 0.02%
20,250
+10,000
1 2 3
4