KAM
Kraft Asset Management Portfolio holdings
AUM
$108M
1-Year Est. Return
9.93%
This Fund
S&P 500
1 Year Est. Return
+9.93%
AUM
$109M
AUM Growth
-$20.3M
(-16%)
Holding
53
Top Buys
| 1 | +$521K | |
| 2 | +$193K | |
| 3 | +$182K | |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+$79.6K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$65.1K |
Top Sells
| 1 | +$3.75M | |
| 2 | +$2.37M | |
| 3 | +$2.07M | |
| 4 |
Dimensional US Targeted Value ETF
DFAT
|
+$2.02M |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$767K |
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
iShares Core S&P 500 ETF
IVV
$747B
| – | – |
-839
|
|
||
52
Verizon
VZ
$199B
| – | – |
-6,017
|
|
||
53
Walmart Inc
WMT
$1.01T
| – | – |
-2,306
|
|