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
176
$16.3K 0.02%
+217
177
$16.1K 0.02%
+125
178
$16K 0.02%
+46
179
$16K 0.02%
+60
180
$15.9K 0.02%
+1,300
181
$15.9K 0.02%
+525
182
$15.6K 0.02%
+85
183
$15K 0.02%
+70
184
$14.8K 0.02%
+2,535
185
$14.3K 0.02%
+560
186
$14.2K 0.02%
+367
187
$14K 0.02%
+978
188
$13.4K 0.01%
+8,000
189
$13.3K 0.01%
+377
190
$13.2K 0.01%
+153
191
$12.8K 0.01%
+350
192
$11.8K 0.01%
+165
193
$11.6K 0.01%
+194
194
$11.6K 0.01%
+232
195
$11.1K 0.01%
+58
196
$10.4K 0.01%
+711
197
$10.1K 0.01%
+51
198
$10K 0.01%
+308
199
$9.89K 0.01%
+400
200
$9.83K 0.01%
+132
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8
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