KIA

Kraematon Investment Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 24.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
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
+$4.68M
2
+$786K
3
+$196K
4
MSFT icon
Microsoft
MSFT
+$194K
5
INCO icon
Columbia India Consumer ETF
INCO
+$194K

Top Sells

1
+$5.21M
2
+$678K
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
– –
-1,869
87
– –
-34,213
88
– –
-3,781
89
– –
-1,274
90
– –
-388
91
– –
-265,034
1 2 3
4