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
101
– –
-42,043
102
– –
-5,435
103
– –
-15,920
1 2 3 4
5