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
$92.1M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.09M
3
+$391K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$303K
5
MRNA icon
Moderna
MRNA
+$300K

Top Sells

1
+$1.45M
2
+$576K
3
+$408K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$298K
5
VZ icon
Verizon
VZ
+$138K

Sector Composition

1 Industrials 13.05%
2 Financials 10.28%
3 Technology 9.54%
4 Energy 7.18%
5 Healthcare 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$120K 0.13%
+400
102
$116K 0.13%
+1,320
103
$115K 0.12%
+1,477
104
$107K 0.12%
1,060
-100
105
$98K 0.11%
+883
106
$97.3K 0.11%
+1,142
107
$94.4K 0.1%
+327
108
$89.8K 0.1%
+1,106
109
$89.7K 0.1%
+169
110
$83.7K 0.09%
+6,585
111
$83.4K 0.09%
+2,625
112
$82.2K 0.09%
+265
113
$74.7K 0.08%
+842
114
$72.8K 0.08%
+1,758
115
$66.9K 0.07%
+2,332
116
$63.5K 0.07%
+164
117
$63.5K 0.07%
+870
118
$62.4K 0.07%
+867
119
$62K 0.07%
+781
120
$61.5K 0.07%
+168
121
$57.8K 0.06%
+498
122
$51.8K 0.06%
+171
123
$49.2K 0.05%
+525
124
$48.7K 0.05%
+1,236
125
$47.9K 0.05%
+200
3 4
5
6 7