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
$81.2M
AUM Growth
-$9.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$29.4K
3
+$14.2K
4
LYB icon
LyondellBasell Industries
LYB
+$7.2K
5
AFL icon
Aflac
AFL
+$4.22K

Top Sells

1
+$1.77M
2
+$795K
3
+$706K
4
CWST icon
Casella Waste Systems
CWST
+$388K
5
BEAM icon
Beam Therapeutics
BEAM
+$253K

Sector Composition

1 Technology 11.98%
2 Industrials 11.74%
3 Financials 11.74%
4 Energy 7.35%
5 Materials 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.3M 5.3%
56,397
-5,085
2
$4.18M 5.16%
24,444
+24
3
$3.95M 4.86%
224,013
-40,066
4
$3.34M 4.12%
89,352
-2,823
5
$3.34M 4.11%
134,509
-3,886
6
$2.97M 3.66%
41,234
-411
7
$2.6M 3.2%
5,944
-330
8
$2.53M 3.11%
+76,236
9
$2.43M 2.99%
4,756
-125
10
$2.33M 2.87%
47,666
-1,561
11
$2.25M 2.77%
61,424
-1,700
12
$2.25M 2.77%
6,425
-290
13
$2.02M 2.49%
67,231
-1,420
14
$1.93M 2.38%
36,100
-2,156
15
$1.8M 2.21%
35,928
-676
16
$1.6M 1.97%
109,820
-1,219
17
$1.55M 1.91%
22,818
-743
18
$1.39M 1.72%
14,844
-298
19
$1.3M 1.6%
16,928
+55
20
$1.25M 1.54%
18,869
-600
21
$1.2M 1.48%
30,286
-75
22
$1.18M 1.45%
9,286
-400
23
$1.1M 1.36%
19,978
+41
24
$1.07M 1.32%
16,022
-149
25
$1.05M 1.29%
25,567
-2,536
1
2 3 4