KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+6.58%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
+$102M
(+3.5%)
Cap. Flow
-$1.95M
Cap. Flow
% of AUM
-1.92%
Top 10 Holdings %
Top 10 Hldgs %
36.89%
Holding
90
New
5
Increased
25
Reduced
51
Closed
6
Top Buys
| 1 |
NVIDIA
NVDA
|
$744K |
| 2 |
Invesco S&P 500 Quality ETF
SPHQ
|
$472K |
| 3 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$456K |
| 4 |
Abbott
ABT
|
$213K |
| 5 |
iShares US Healthcare Providers ETF
IHF
|
$202K |
Top Sells
| 1 |
Casella Waste Systems
CWST
|
$509K |
| 2 |
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
|
$477K |
| 3 |
Apple
AAPL
|
$315K |
| 4 |
RTX Corp
RTX
|
$278K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$255K |
Sector Composition
| 1 | Technology | 15.58% |
| 2 | Industrials | 11.88% |
| 3 | Financials | 10.97% |
| 4 | Energy | 5.86% |
| 5 | Healthcare | 4.96% |
