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
$98.4M
AUM Growth
-$857K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$756K
3
+$205K
4
INCO icon
Columbia India Consumer ETF
INCO
+$204K
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$201K

Top Sells

1
+$5.21M
2
+$766K
3
+$391K
4
ABT icon
Abbott
ABT
+$212K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$206K

Sector Composition

1 Technology 15.27%
2 Industrials 12.03%
3 Financials 10.51%
4 Energy 6.89%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.24%
5,550
+31
77
$227K 0.23%
1,624
+1
78
$220K 0.22%
9,815
79
$211K 0.21%
1,656
-92
80
$207K 0.21%
3,649
-94
81
$206K 0.21%
4,091
+14
82
$201K 0.2%
+5,435
83
$125K 0.13%
10,561
+486
84
$94.8K 0.1%
19,000
-3,000
85
$16.4K 0.02%
+10,000
86
– –
-1,274
87
– –
-388
88
– –
-265,034
89
– –
-1,869
90
– –
-34,213
91
– –
-3,781
1 2 3
4