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KAM
Kraft Asset Management Portfolio holdings
AUM
$108M
1-Year Est. Return
9.93%
This Fund
S&P 500
This Quarter
Est. Return
-1.44%
1 Year Est. Return
+9.93%
3 Year Est. Return
+41.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$129M
AUM Growth
+$1.74M
(+1.4%)
Cap. Flow
+$1.72M
Cap. Flow
% of AUM
1.33%
Top 10 Holdings %
Top 10 Hldgs %
80.28%
Holding
54
New
6
Increased
17
Reduced
19
Closed
2
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$1.91M |
| 2 |
Dimensional US Marketwide Value ETF
DFUV
|
+$390K |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$351K |
| 4 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$342K |
| 5 |
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
Broadcom
AVGO
$1.83T
| $209K | 0.16% |
+916
| New | +$169K |
|
52
Vanguard Growth ETF
VUG
$223B
| $207K | 0.16% |
+3,000
| New | +$202K |
|
|
53
Amazon
AMZN
$2.66T
| – | – |
-1,241
| Closed | -$231K |
|
54
iShares MSCI EAFE Value ETF
EFV
$25.8B
| – | – |
-3,550
| Closed | -$204K |
|
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