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
$106M
AUM Growth
+$7.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$676K
3
+$269K
4
HUBS icon
HubSpot
HUBS
+$201K
5
GS icon
Goldman Sachs
GS
+$182K

Top Sells

1
+$867K
2
+$429K
3
+$369K
4
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$263K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$236K

Sector Composition

1 Technology 17.93%
2 Industrials 12.03%
3 Financials 11.14%
4 Healthcare 4.94%
5 Energy 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$306K 0.29%
15,246
-5,189
77
$301K 0.28%
1,428
-50
78
$279K 0.26%
2,366
+17
79
$261K 0.25%
5,408
+42
80
$254K 0.24%
1,871
81
$242K 0.23%
3,505
-375
82
$230K 0.22%
952
-48
83
$229K 0.22%
1,698
-16
84
$222K 0.21%
+314
85
$219K 0.21%
12,524
-674
86
$217K 0.2%
5,435
87
$210K 0.2%
4,145
+13
88
$187K 0.18%
17,450
-2,050
89
$130K 0.12%
33,585
-1,500
90
$126K 0.12%
19,360
+475
91
$124K 0.12%
13,900
92
$67.9K 0.06%
15,500
93
– –
-8,270
94
– –
-502
1 2 3
4