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
51
$209K 0.16%
+916
52
$207K 0.16%
+500
53
– –
-1,241
54
– –
-3,550
1 2
3