KAM

Kraft Asset Management Portfolio holdings

AUM $108M
1-Year Est. Return 9.93%
This Quarter Est. Return
1 Year Est. Return
+9.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.14M
3
+$1.63M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.3M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.13M

Top Sells

1
+$825K
2
+$617K
3
+$518K
4
META icon
Meta Platforms (Facebook)
META
+$266K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$230K

Sector Composition

1 Industrials 0.47%
2 Energy 0.37%
3 Technology 0.31%
4 Healthcare 0.24%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-5,480
27
– –
-1,198
28
– –
-3,684
29
– –
-1,456
30
– –
-3,302
1
2