KIA
Kraematon Investment Advisors Portfolio holdings
AUM
$106M
This Quarter Return
+4.78%
1 Year Return
+19.35%
3 Year Return
+59.02%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Casella Waste Systems
CWST
|
$6.32M |
| 2 |
Apple
AAPL
|
$4.82M |
| 3 |
iShares Fallen Angels USD Bond ETF
FALN
|
$4.39M |
| 4 |
Idexx Laboratories
IDXX
|
$4.39M |
| 5 |
First Trust Value Line Dividend Fund
FVD
|
$4.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.55% |
| 2 | Industrials | 11.82% |
| 3 | Financials | 8.35% |
| 4 | Healthcare | 6.07% |
| 5 | Energy | 4.54% |
