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
$112M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$230K
3
+$215K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$201K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$193K

Top Sells

1
+$2.16M
2
+$1.68M
3
+$1.16M
4
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$795K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$546K

Sector Composition

1 Energy 0.69%
2 Industrials 0.59%
3 Healthcare 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$269K 0.24%
3,644
27
$230K 0.21%
+3,010
28
$222K 0.2%
469
-10
29
$215K 0.19%
+2,889
30
$201K 0.18%
+2,422
31
$99.5K 0.09%
+17,000
32
$86.1K 0.08%
+13,535
33
– –
-1,422
1
2