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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
-1.92%
1 Year Est. Return
+9.93%
3 Year Est. Return
+41.02%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$109M
AUM Growth
-$20.3M
(-16%)
Cap. Flow
-$15.7M
Cap. Flow
% of AUM
-14.41%
Top 10 Holdings %
Top 10 Hldgs %
79.19%
Holding
53
New
1
Increased
13
Reduced
23
Closed
7
Top Buys
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$3.95M |
| 2 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$2.56M |
| 3 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.16M |
| 4 |
Dimensional International Value ETF
DFIV
|
+$2.01M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$760K |
Sector Composition
| 1 | Technology | 1.2% |
| 2 | Industrials | 0.62% |
| 3 | Financials | 0.43% |
| 4 | Communication Services | 0.42% |
| 5 | Healthcare | 0.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Growth ETF
VUG
$223B
| – | – |
-3,000
| Closed | -$207K |
|
52
Verizon
VZ
$178B
| – | – |
-6,017
| Closed | -$230K |
|
53
Walmart Inc
WMT
$913B
| – | – |
-2,306
| Closed | -$211K |
|
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