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
$102M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$472K
3
+$456K
4
ABT icon
Abbott
ABT
+$213K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$202K

Top Sells

1
+$509K
2
+$477K
3
+$315K
4
RTX icon
RTX Corp
RTX
+$278K
5
GOOGL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.24%
5,292
-258
77
$232K 0.23%
1,475
-149
78
$213K 0.21%
+1,870
79
$208K 0.2%
4,106
+15
80
$206K 0.2%
5,435
81
$202K 0.2%
+3,534
82
$201K 0.2%
+349
83
$131K 0.13%
16,000
-3,000
84
$81.3K 0.08%
9,540
-1,021
85
– –
-10,000
86
– –
-11,069
87
– –
-1,398
88
– –
-9,815
89
– –
-1,656
90
– –
-1,860
1 2 3
4