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
$102M
AUM Growth
+$3.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$472K
3
+$456K
4
ABT icon
Abbott
ABT
+$213K
5
IHF icon
iShares US Healthcare Providers ETF
IHF
+$202K

Top Sells

1
+$509K
2
+$477K
3
+$315K
4
RTX icon
RTX Corp
RTX
+$278K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$255K

Sector Composition

1 Technology 15.58%
2 Industrials 11.88%
3 Financials 10.97%
4 Energy 5.86%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.02M 4.92%
41,405
-2,293
2
$4.7M 4.61%
20,170
-1,350
3
$4.64M 4.56%
46,643
-5,114
4
$3.76M 3.69%
30,956
+6,125
5
$3.7M 3.63%
135,172
-2,190
6
$3.57M 3.51%
78,531
-3,970
7
$3.43M 3.36%
26,307
-91
8
$3.09M 3.04%
59,368
-1,668
9
$2.87M 2.81%
6,229
-56
10
$2.81M 2.76%
5,572
11
$2.57M 2.52%
44,262
-2,497
12
$2.55M 2.5%
61,734
-1,701
13
$2.49M 2.45%
32,419
+2,042
14
$2.49M 2.45%
75,195
-1,000
15
$2.3M 2.26%
4,447
-239
16
$2.29M 2.25%
59,658
-714
17
$2.11M 2.07%
35,490
+86
18
$1.84M 1.8%
39,480
+1,079
19
$1.8M 1.77%
9,674
+153
20
$1.75M 1.71%
15,624
-1,083
21
$1.71M 1.68%
13,462
-167
22
$1.46M 1.43%
18,123
-1,037
23
$1.44M 1.42%
18,852
-2,952
24
$1.41M 1.38%
29,393
-1,584
25
$1.31M 1.29%
31,882
+3,497
1
2 3 4