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
151
$27.6K 0.03%
+565
152
$25.8K 0.03%
+134
153
$25.4K 0.03%
+625
154
$25.1K 0.03%
+255
155
$25.1K 0.03%
+125
156
$24.8K 0.03%
+45
157
$24.6K 0.03%
+698
158
$24.2K 0.03%
+3,775
159
$24.2K 0.03%
+856
160
$23.8K 0.03%
+530
161
$23.6K 0.03%
+500
162
$23.2K 0.03%
+20
163
$23K 0.02%
+208
164
$21.6K 0.02%
+30
165
$21.6K 0.02%
+200
166
$21.5K 0.02%
+455
167
$21K 0.02%
+425
168
$20.6K 0.02%
+65
169
$19.8K 0.02%
+203
170
$18.7K 0.02%
+12,250
171
$18.5K 0.02%
+365
172
$18K 0.02%
+610
173
$17.6K 0.02%
+53
174
$17.2K 0.02%
+200
175
$16.9K 0.02%
+185
5 6
7
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