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
201
$9.63K 0.01%
+250
202
$9.55K 0.01%
+270
203
$9.37K 0.01%
+99
204
$9.27K 0.01%
+250
205
$8.62K 0.01%
+75
206
$8.34K 0.01%
+1,600
207
$8.31K 0.01%
+142
208
$8.22K 0.01%
+800
209
$7.84K 0.01%
+190
210
$7.52K 0.01%
+1,438
211
$7.49K 0.01%
+228
212
$7.43K 0.01%
+350
213
$7.22K 0.01%
+60
214
$7.16K 0.01%
+2,000
215
$6.67K 0.01%
+49
216
$6.49K 0.01%
+2,300
217
$6.1K 0.01%
+1,000
218
$6.04K 0.01%
+900
219
$6.03K 0.01%
+9
220
$5.73K 0.01%
+229
221
$5.32K 0.01%
+36
222
$5.17K 0.01%
+170
223
$5.13K 0.01%
+375
224
$5.07K 0.01%
+51
225
$4.94K 0.01%
+87
7 8
9
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