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
$81.2M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$29.4K
3
+$14.2K
4
LYB icon
LyondellBasell Industries
LYB
+$7.2K
5
AFL icon
Aflac
AFL
+$4.22K

Top Sells

1
+$1.77M
2
+$795K
3
+$706K
4
CWST icon
Casella Waste Systems
CWST
+$388K
5
BEAM icon
Beam Therapeutics
BEAM
+$253K

Sector Composition

1 Technology 11.98%
2 Industrials 11.74%
3 Financials 11.74%
4 Energy 7.35%
5 Materials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.25%
4,049
+13
77
$203K 0.25%
8,921
-3,252
78
– –
-1,867
79
– –
-7,915
80
– –
-2,278
81
– –
-43,850
82
– –
-9,282
83
– –
-3,975
84
– –
-1,671
85
– –
-463
86
– –
-24,375
87
– –
-20,250
1 2 3
4