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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
+6.45%
1 Year Est. Return
+9.93%
3 Year Est. Return
+41.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$124M
AUM Growth
+$5.45M
Cap. Flow
-$1.75M
Cap. Flow %
-1.41%
Top 10 Hldgs %
83.72%
Holding
44
New
6
Increased
9
Reduced
22
Closed
3

Top Buys

1
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$498K
2
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$440K
3
VZ icon
Verizon
VZ
+$289K
4
AMZN icon
Amazon
AMZN
+$275K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$266K

Top Sells

1
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.81M
2
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$503K
3
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$268K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$261K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$252K

Sector Composition

1 Technology 0.71%
2 Communication Services 0.61%
3 Industrials 0.59%
4 Energy 0.4%
5 Consumer Discretionary 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
26
Meta Platforms (Facebook)
META
$1.67T
$459K 0.37%
946
+200
+27% +$89.2K
DFIC icon
27
Dimensional International Core Equity 2 ETF
DFIC
$14.3B
$459K 0.37%
+17,160
New +$440K
IVV icon
28
iShares Core S&P 500 ETF
IVV
$888B
$459K 0.37%
872
-270
-24% -$135K
QUAL icon
29
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$434K 0.35%
2,641
-202
-7% -$31.6K
DISV icon
30
Dimensional International Small Cap Value ETF
DISV
$4.74B
$430K 0.35%
15,828
+3,340
+27% +$86K
MSFT icon
31
Microsoft
MSFT
$2.9T
$419K 0.34%
996
+300
+43% +$121K
IUSV icon
32
iShares Core S&P US Value ETF
IUSV
$27B
$330K 0.27%
3,644
– –
VGSH icon
33
Vanguard Short-Term Treasury ETF
VGSH
$29.2B
$302K 0.24%
5,199
-40
-0.8% -$2.33K
VZ icon
34
Verizon
VZ
$178B
$300K 0.24%
+7,155
New +$289K
AMZN icon
35
Amazon
AMZN
$2.66T
$297K 0.24%
+1,648
New +$275K
DFEM icon
36
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.96B
$273K 0.22%
+10,719
New +$266K
AAPL icon
37
Apple
AAPL
$4.66T
$248K 0.2%
1,447
+242
+20% +$44K
DFAI icon
38
Dimensional International Core Equity Market ETF
DFAI
$16.9B
$227K 0.18%
+7,512
New +$218K
VNQ icon
39
Vanguard Real Estate ETF
VNQ
$38.8B
$223K 0.18%
2,573
-105
-4% -$8.97K
UNH icon
40
UnitedHealth
UNH
$390B
$218K 0.18%
440
-18
-4% -$9.15K
NVDA icon
41
NVIDIA
NVDA
$4.93T
$214K 0.17%
+2,370
New +$172K
BSV icon
42
Vanguard Short-Term Bond ETF
BSV
$44.6B
– –
-2,845
Closed -$219K
EFA icon
43
iShares MSCI EAFE ETF
EFA
$76.4B
– –
-3,345
Closed -$252K
VYM icon
44
Vanguard High Dividend Yield ETF
VYM
$80.4B
– –
-2,338
Closed -$261K
1
2

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