KIA

Kraematon Investment Advisors Portfolio holdings

AUM $117M
1-Year Est. Return 22.82%
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.3M
AUM Growth
-$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$409K
2
+$389K
3
+$366K
4
VGT icon
Vanguard Information Technology ETF
VGT
+$351K
5
APH icon
Amphenol
APH
+$311K

Top Sells

1
+$727K
2
+$347K
3
+$271K
4
EMLP icon
First Trust North American Energy Infrastructure Fund
EMLP
+$266K
5
DKNG icon
DraftKings
DKNG
+$243K

Sector Composition

1 Technology 15.88%
2 Industrials 12.95%
3 Financials 11.14%
4 Energy 5.41%
5 Healthcare 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.35M 5.44%
40,381
-1,125
2
$5.02M 5.11%
45,033
-910
3
$4.39M 4.47%
19,770
+10
4
$3.63M 3.69%
58,647
-1,185
5
$3.42M 3.48%
76,714
-857
6
$3.42M 3.48%
127,557
-4,402
7
$3.35M 3.4%
30,871
-2,497
8
$3.34M 3.4%
6,269
+75
9
$2.9M 2.95%
25,702
+1,814
10
$2.47M 2.51%
43,094
-1,329
11
$2.44M 2.48%
73,495
-1,450
12
$2.42M 2.47%
60,532
-765
13
$2.27M 2.31%
5,402
-60
14
$2.25M 2.29%
58,137
-1,191
15
$2.13M 2.17%
35,788
+671
16
$2.1M 2.13%
11,016
+817
17
$1.88M 1.91%
32,911
-1,965
18
$1.75M 1.78%
15,709
+46
19
$1.74M 1.77%
4,532
-45
20
$1.53M 1.56%
46,830
+5,103
21
$1.5M 1.53%
39,862
+4,800
22
$1.48M 1.5%
13,069
-333
23
$1.4M 1.43%
21,407
+4,747
24
$1.25M 1.27%
24,142
+276
25
$1.14M 1.16%
3,035
+17
1
2 3 4