We are live on ! Find out more
KAM

Kraft Asset Management Portfolio holdings

AUM $108M
1-Year Est. Return 9.93%
This Fund
S&P 500
This Quarter Est. Return
+6.61%
1 Year Est. Return
+9.93%
3 Year Est. Return
+41.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$108M
AUM Growth
-$1.69M
Cap. Flow
-$8.35M
Cap. Flow %
-7.77%
Top 10 Hldgs %
79.93%
Holding
48
New
2
Increased
7
Reduced
26
Closed
7

Top Buys

1
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$1.77M
2
PNFP icon
Pinnacle Financial Partners Inc
PNFP
+$768K
3
DFUS
Dimensional US Equity ETF
DFUS
+$732K
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$389K
5
VZ icon
Verizon
VZ
+$277K

Top Sells

1
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$1.92M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.41M
3
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$880K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$817K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$788K

Sector Composition

1 Financials 0.97%
2 Technology 0.83%
3 Industrials 0.62%
4 Communication Services 0.26%
5 Energy 0%

No holdings matched the selected filter criteria.

1 2

Similar funds

SA
SRN Advisors Huntingdon Valley, Pennsylvania $110M AUM 32.55% 1-Year Est. Return
IW
IronOak Wealth Cedar Park, Texas $103M AUM
CCM
Cobler Capital Management Silver Lake, Kansas $101M AUM
PWH
Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return
HAM
Hickory Asset Management Concord, Ohio $121M AUM
SCM
Shorepath Capital Management Park City, Utah $121M AUM 15.31% 1-Year Est. Return
SIA
Summit Investment Advisors Hunt Valley, Maryland $121M AUM
CCA
Covey Capital Advisors Atlanta, Georgia $92.9M AUM 24.61% 1-Year Est. Return