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
$129M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.16M
2
+$927K
3
+$675K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$535K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$442K

Top Sells

1
+$1.91M
2
+$386K
3
+$350K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$329K
5
AMZN icon
Amazon
AMZN
+$231K

Sector Composition

1 Technology 1.4%
2 Industrials 0.85%
3 Communication Services 0.56%
4 Financials 0.36%
5 Healthcare 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$570K 0.44%
4,185
+216
27
$535K 0.41%
+11,114
28
$525K 0.41%
2,205
-101
29
$519K 0.4%
12,628
-2,846
30
$511K 0.39%
1,199
-48
31
$500K 0.39%
839
32
$497K 0.38%
805
-16
33
$489K 0.38%
6,561
34
$474K 0.37%
2,641
35
$424K 0.33%
16,339
-821
36
$402K 0.31%
1,456
+4
37
$370K 0.29%
+14,635
38
$341K 0.26%
3,644
39
$303K 0.23%
11,381
+124
40
$281K 0.22%
517
-10
41
$278K 0.21%
4,767
42
$263K 0.2%
1,524
43
$253K 0.2%
8,626
+1,153
44
$249K 0.19%
9,888
+1,811
45
$243K 0.19%
+2,025
46
$236K 0.18%
2,113
-264
47
$230K 0.18%
6,017
-1,195
48
$222K 0.17%
2,523
-50
49
$218K 0.17%
475
+7
50
$211K 0.16%
2,306
-239
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