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
$128M
AUM Growth
+$8.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$497K
2
+$325K
3
+$221K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$215K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$206K

Top Sells

1
+$290K
2
+$257K
3
+$136K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$122K
5
XOM icon
Exxon Mobil
XOM
+$77.1K

Sector Composition

1 Technology 1.22%
2 Industrials 0.87%
3 Communication Services 0.62%
4 Healthcare 0.24%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$486K 0.38%
15,768
-364
27
$484K 0.38%
839
28
$483K 0.38%
17,160
29
$482K 0.38%
3,969
+696
30
$474K 0.37%
2,641
31
$470K 0.37%
821
-29
32
$390K 0.31%
1,452
+4
33
$348K 0.27%
3,644
34
$327K 0.26%
11,257
+10
35
$325K 0.25%
+6,806
36
$324K 0.25%
7,212
-727
37
$308K 0.24%
527
-19
38
$303K 0.24%
10,748
+16
39
$281K 0.22%
4,767
-259
40
$279K 0.22%
2,377
-658
41
$266K 0.21%
1,524
42
$251K 0.2%
2,573
43
$238K 0.19%
7,473
+89
44
$231K 0.18%
1,241
+115
45
$221K 0.17%
+8,077
46
$215K 0.17%
+468
47
$206K 0.16%
+2,545
48
$204K 0.16%
+3,550
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