KIA

Kraematon Investment Advisors Portfolio holdings

AUM $123M
1-Year Est. Return 24.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.14M
3
+$547K
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$310K
5
ARKF icon
ARK Blockchain & Fintech Innovation ETF
ARKF
+$282K

Top Sells

1
+$1.88M
2
+$473K
3
+$217K
4
GSBD icon
Goldman Sachs BDC
GSBD
+$152K
5
XJAN icon
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
+$151K

Sector Composition

1 Technology 18.84%
2 Industrials 10.68%
3 Financials 10.5%
4 Healthcare 4.89%
5 Energy 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.25%
+5,238
77
$295K 0.25%
2,382
+16
78
$293K 0.25%
7,482
+12
79
$293K 0.25%
748
-203
80
$289K 0.25%
5,408
81
$282K 0.24%
5,742
-158
82
$275K 0.24%
954
+2
83
$265K 0.23%
+1,950
84
$264K 0.23%
3,470
-35
85
$251K 0.21%
1,872
+1
86
$250K 0.21%
314
87
$240K 0.21%
12,523
-1
88
$236K 0.2%
+970
89
$222K 0.19%
1,596
-102
90
$220K 0.19%
+3,089
91
$212K 0.18%
+319
92
$211K 0.18%
4,158
+13
93
$209K 0.18%
+8,338
94
$208K 0.18%
12,950
-4,500
95
$207K 0.18%
+1,243
96
$203K 0.17%
+4,689
97
$200K 0.17%
+2,020
98
$98.5K 0.08%
13,450
-5,910
99
$91K 0.08%
10,302
-3,598
100
$65.7K 0.06%
17,435
-16,150
1 2 3
4
5