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
$98.4M
AUM Growth
-$857K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$756K
3
+$205K
4
INCO icon
Columbia India Consumer ETF
INCO
+$204K
5
GJAN icon
FT Vest US Equity Moderate Buffer ETF January
GJAN
+$201K

Top Sells

1
+$5.21M
2
+$766K
3
+$391K
4
ABT icon
Abbott
ABT
+$212K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$206K

Sector Composition

1 Technology 15.27%
2 Industrials 12.03%
3 Financials 10.51%
4 Energy 6.89%
5 Healthcare 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.14M 5.22%
51,757
-275
2
$4.53M 4.6%
21,520
-3,636
3
$4.43M 4.5%
+26,398
4
$4.39M 4.46%
43,698
-183
5
$3.6M 3.65%
137,362
+2,466
6
$3.36M 3.42%
82,501
-1,022
7
$3.07M 3.12%
24,831
+341
8
$2.81M 2.86%
61,036
+440
9
$2.71M 2.76%
5,572
-43
10
$2.6M 2.64%
4,686
11
$2.56M 2.6%
6,285
12
$2.48M 2.52%
76,195
13
$2.35M 2.39%
63,435
+162
14
$2.29M 2.33%
46,759
+121
15
$2.28M 2.31%
60,372
-109
16
$2.12M 2.16%
30,377
+2,921
17
$2.01M 2.04%
35,404
+101
18
$1.84M 1.87%
9,521
19
$1.67M 1.7%
38,401
+297
20
$1.58M 1.6%
13,629
-143
21
$1.57M 1.6%
21,804
-538
22
$1.49M 1.52%
16,707
+55
23
$1.46M 1.48%
30,977
-666
24
$1.42M 1.44%
94,346
+210
25
$1.3M 1.32%
29,482
-92
1
2 3 4