KIA

Kraematon Investment Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 22.82%
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$409K
2
+$389K
3
+$366K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$351K
5
APH icon
Amphenol
APH
+$311K

Top Sells

1
+$727K
2
+$347K
3
+$271K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$266K
5
DKNG icon
DraftKings
DKNG
+$243K

Sector Composition

1 Technology 15.88%
2 Industrials 12.95%
3 Financials 11.14%
4 Energy 5.41%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$250K 0.25%
1,714
+3
77
$248K 0.25%
1,871
+1
78
$237K 0.24%
1,478
+1
79
$236K 0.24%
502
-78
80
$234K 0.24%
5,366
81
$233K 0.24%
3,880
-702
82
$227K 0.23%
1,555
83
$209K 0.21%
4,132
+13
84
$205K 0.21%
5,435
85
$204K 0.21%
+1,000
86
$175K 0.18%
35,085
+4,300
87
$158K 0.16%
19,500
+1,600
88
$153K 0.16%
18,885
-1,000
89
$102K 0.1%
+13,900
90
$62.2K 0.06%
8,270
-270
91
$42.3K 0.04%
+15,500
92
– –
-6,525
93
– –
-1,543
94
– –
-1,611
95
– –
-350
96
– –
-962
1 2 3
4