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KAM

Kraft Asset Management Portfolio holdings

AUM $108M
1-Year Est. Return 9.93%
This Fund
S&P 500
This Quarter Est. Return
+11.22%
1 Year Est. Return
+9.93%
3 Year Est. Return
+41.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$110M
AUM Growth
+$11.1M
Cap. Flow
+$275K
Cap. Flow %
0.25%
Top 10 Hldgs %
89.65%
Holding
28
New
2
Increased
10
Reduced
5
Closed
1

Top Buys

1
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$291K
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$199K
3
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$178K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$161K
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$157K

Top Sells

1
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$375K
2
AAPL icon
Apple
AAPL
+$324K
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$135K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$66.3K
5
XOM icon
ExxonMobil
XOM
+$14.7K

Sector Composition

1 Industrials 0.54%
2 Energy 0.54%
3 Healthcare 0.23%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$390B
$254K 0.23%
479
– –
RSP icon
27
Invesco S&P 500 Equal Weight ETF
RSP
$96.8B
$201K 0.18%
+1,422
New +$199K
AAPL icon
28
Apple
AAPL
$4.66T
– –
-2,345
Closed -$324K
1
2

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