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
126
$47.5K 0.05%
+997
127
$46.6K 0.05%
+796
128
$46.2K 0.05%
+2,000
129
$42.8K 0.05%
+875
130
$42.2K 0.05%
+401
131
$40.7K 0.04%
+1,000
132
$39.8K 0.04%
+397
133
$39.8K 0.04%
+1,916
134
$38.6K 0.04%
+944
135
$38.4K 0.04%
+180
136
$36.7K 0.04%
+2,430
137
$36.5K 0.04%
+427
138
$35.8K 0.04%
+1,190
139
$35.6K 0.04%
+3,062
140
$34.2K 0.04%
+667
141
$33.8K 0.04%
+1,004
142
$33.1K 0.04%
+156
143
$32.7K 0.04%
+414
144
$31.9K 0.03%
+675
145
$31.5K 0.03%
+127
146
$31.4K 0.03%
+111
147
$29.1K 0.03%
+207
148
$28.8K 0.03%
+500
149
$28.8K 0.03%
+234
150
$28.3K 0.03%
+810
4 5
6
7 8