KIA

Kraematon Investment Advisors Portfolio holdings

AUM $106M
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$6.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$878K
2
+$801K
3
+$742K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$468K
5
HUBS icon
HubSpot
HUBS
+$422K

Top Sells

1
+$1.95M
2
+$461K
3
+$443K
4
AAPL icon
Apple
AAPL
+$394K
5
MIME
Mimecast Limited
MIME
+$274K

Sector Composition

1 Industrials 12.67%
2 Technology 12.03%
3 Financials 9.77%
4 Energy 5.84%
5 Healthcare 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.3M 6%
71,886
-2,075
2
$4.35M 4.14%
24,906
-2,254
3
$4.14M 3.94%
97,808
+1,320
4
$4.09M 3.89%
147,317
+779
5
$3.94M 3.75%
39,759
-99
6
$3.63M 3.46%
6,642
-25
7
$3.51M 3.34%
276,621
-4,798
8
$3.33M 3.17%
43,326
-783
9
$2.72M 2.59%
48,746
-684
10
$2.65M 2.53%
40,034
-425
11
$2.58M 2.46%
57,618
-1,959
12
$2.56M 2.44%
68,174
+601
13
$2.32M 2.21%
19,613
+575
14
$2.31M 2.2%
6,557
+2,103
15
$2.25M 2.14%
4,941
-972
16
$2.18M 2.07%
33,127
-1,150
17
$2.06M 1.96%
39,409
+390
18
$1.78M 1.69%
54,301
+642
19
$1.78M 1.69%
9,455
-145
20
$1.74M 1.66%
3,669
+889
21
$1.62M 1.54%
9,920
22
$1.61M 1.54%
59,807
+3,217
23
$1.56M 1.48%
79,333
+17,441
24
$1.53M 1.46%
30,083
+2,092
25
$1.51M 1.44%
16,045
-151
1
2 3 4