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
$111M
AUM Growth
-$795K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$867K
2
+$306K
3
+$267K
4
MSFT icon
Microsoft
MSFT
+$233K
5
META icon
Meta Platforms (Facebook)
META
+$218K

Top Sells

1
+$2.34M
2
+$1.96M
3
+$1.22M
4
CVS icon
CVS Health
CVS
+$215K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$201K

Sector Composition

1 Industrials 0.61%
2 Energy 0.52%
3 Technology 0.48%
4 Communication Services 0.2%
5 Healthcare 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$306K 0.28%
+1,579
27
$285K 0.26%
3,644
28
$233K 0.21%
+684
29
$218K 0.2%
+759
30
$215K 0.19%
447
-22
31
$202K 0.18%
2,667
-343
32
– –
-2,889
33
– –
-13,535
34
– –
-2,422
35
– –
-17,000
1
2