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
$101M
AUM Growth
-$735K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$602K
2
+$355K
3
+$324K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$295K
5
SNOW icon
Snowflake
SNOW
+$240K

Top Sells

1
+$570K
2
+$297K
3
+$283K
4
ES icon
Eversource Energy
ES
+$250K
5
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$216K

Sector Composition

1 Technology 17.57%
2 Industrials 11.79%
3 Financials 10.81%
4 Energy 5%
5 Healthcare 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.24%
6,525
-485
77
$240K 0.24%
+1,555
78
$237K 0.23%
1,543
+3
79
$235K 0.23%
1,711
+4
80
$224K 0.22%
5,366
+74
81
$222K 0.22%
+30,785
82
$219K 0.22%
+543
83
$213K 0.21%
962
-123
84
$212K 0.21%
1,870
85
$210K 0.21%
5,435
86
$207K 0.21%
4,119
+13
87
$205K 0.2%
350
+1
88
$74.8K 0.07%
8,540
-1,000
89
– –
-3,674
90
– –
-3,534
1 2 3
4