KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+8.73%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$92.1M
AUM Growth
+$92.1M
(+19%)
Cap. Flow
+$8.9M
Cap. Flow
% of AUM
9.67%
Top 10 Holdings %
Top 10 Hldgs %
36.15%
Holding
273
New
190
Increased
43
Reduced
32
Closed
1
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 13.05% |
| 2 | Financials | 10.28% |
| 3 | Technology | 9.55% |
| 4 | Energy | 7.18% |
| 5 | Healthcare | 5.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Cisco
CSCO
$270B
| $47.5K | 0.05% |
+997
| New | +$47.5K |
|
127
Global X Lithium & Battery Tech ETF
LIT
$1.07B
| $46.6K | 0.05% |
+796
| New | +$46.6K |
|
128
United States Copper Index Fund
CPER
$219M
| $46.2K | 0.05% |
+2,000
| New | +$46.2K |
|
129
Fortinet
FTNT
$58.3B
| $42.8K | 0.05% |
+875
| New | +$42.8K |
|
130
CrowdStrike
CRWD
$103B
| $42.2K | 0.05% |
+401
| New | +$42.2K |
|
131
Roku
ROKU
$14B
| $40.7K | 0.04% |
+1,000
| New | +$40.7K |
|
132
3M
MMM
$82.2B
| $39.8K | 0.04% |
+332
| New | +$39.8K |
|
133
Global X Cybersecurity ETF
BUG
$1.11B
| $39.8K | 0.04% |
+1,916
| New | +$39.8K |
|
134
SPDR Blackstone Senior Loan ETF
SRLN
$6.95B
| $38.6K | 0.04% |
+944
| New | +$38.6K |
|
135
Vanguard Growth ETF
VUG
$182B
| $38.4K | 0.04% |
+180
| New | +$38.4K |
|
136
Amplify Transformational Data Sharing ETF
BLOK
$1.17B
| $36.7K | 0.04% |
+2,430
| New | +$36.7K |
|
137
Airbnb
ABNB
$77.9B
| $36.5K | 0.04% |
+427
| New | +$36.5K |
|
|
GTM
138
ZoomInfo Technologies
GTM
$3.27B
| $35.8K | 0.04% |
+1,190
| New | +$35.8K |
|
139
Ford
F
$46.5B
| $35.6K | 0.04% |
+3,062
| New | +$35.6K |
|
140
Pfizer
PFE
$141B
| $34.2K | 0.04% |
+667
| New | +$34.2K |
|
141
General Motors
GM
$55.5B
| $33.8K | 0.04% |
+1,004
| New | +$33.8K |
|
142
American Tower
AMT
$94.2B
| $33.1K | 0.04% |
+156
| New | +$33.1K |
|
143
iShares MSCI Global Sustainable Development Goals ETF
SDG
$169M
| $32.7K | 0.04% |
+414
| New | +$32.7K |
|
144
Walmart
WMT
$778B
| $31.9K | 0.03% |
+225
| New | +$31.9K |
|
145
Vanguard Health Care ETF
VHT
$15.5B
| $31.5K | 0.03% |
+127
| New | +$31.5K |
|
146
SolarEdge
SEDG
$1.91B
| $31.4K | 0.03% |
+111
| New | +$31.4K |
|
147
Vanguard Value ETF
VTV
$143B
| $29.1K | 0.03% |
+207
| New | +$29.1K |
|
148
First Trust Cloud Computing ETF
SKYY
$2.99B
| $28.8K | 0.03% |
+500
| New | +$28.8K |
|
149
Tesla
TSLA
$1.06T
| $28.8K | 0.03% |
+234
| New | +$28.8K |
|
150
Comcast
CMCSA
$125B
| $28.3K | 0.03% |
+810
| New | +$28.3K |
|