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
$119M
AUM Growth
-$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$399K
3
+$244K
4
AAPL icon
Apple
AAPL
+$173K
5
NVDA icon
NVIDIA
NVDA
+$112K

Top Sells

1
+$1.5M
2
+$754K
3
+$702K
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$523K
5
DFIV icon
Dimensional International Value ETF
DFIV
+$326K

Sector Composition

1 Technology 1.17%
2 Industrials 0.88%
3 Communication Services 0.64%
4 Energy 0.29%
5 Healthcare 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$464K 0.39%
16,132
-8,746
27
$459K 0.39%
839
-33
28
$451K 0.38%
17,160
29
$451K 0.38%
2,641
30
$429K 0.36%
850
-96
31
$404K 0.34%
3,273
+903
32
$399K 0.34%
+1,448
33
$349K 0.29%
3,035
-1,211
34
$327K 0.28%
7,939
+784
35
$321K 0.27%
3,644
36
$303K 0.25%
11,247
-4,581
37
$291K 0.25%
5,026
-173
38
$287K 0.24%
10,732
+13
39
$278K 0.23%
546
+106
40
$244K 0.21%
+1,524
41
$219K 0.18%
7,384
-128
42
$218K 0.18%
1,126
-522
43
$216K 0.18%
2,573
1
2