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
$98.7M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$291K
3
+$230K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$227K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$180K

Top Sells

1
+$808K
2
+$348K
3
+$289K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$210K
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$72K

Sector Composition

1 Industrials 0.49%
2 Energy 0.48%
3 Technology 0.33%
4 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$228K 0.23%
3,644
-775
27
– –
-2,356
1
2