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
$110M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$201K
3
+$177K
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$165K
5
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$162K

Top Sells

1
+$375K
2
+$324K
3
+$132K
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$66.8K
5
XOM icon
Exxon Mobil
XOM
+$15.1K

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
26
$254K 0.23%
479
27
$201K 0.18%
+1,422
28
– –
-2,345
1
2