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Gregory Clinton

@Kraematon Investment Advisors, Inc

Latest period2024 - Q4ReportedManaged Assets$101.141MTotal holdings88
Assets growth rate-0.72%Assets growth rate (2-Q avg)1.39%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kraematon Investment Advisors, Inc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Kraematon Investment Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 101.141M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 1.39%. The portfolio is managed by Gregory Clinton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -1.73%
1.99%
$2.006M
34,876 shares@ $57.54 avg price
GRIDFirst Tr Exchange Traded Fd
Recent Activity
Decreased -0.44%
1.59%
$1.599M
13,402 shares@ $119.35 avg price
ARKKArk Etf Tr
Recent Activity
Decreased -9.08%
1.39%
$1.406M
24,764 shares@ $56.77 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -0.31%
1.31%
$1.325M
8,956 shares@ $147.92 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -14.71%
1.24%
$1.252M
16,078 shares@ $77.9 avg price
CARRCarrier Global Corporation
Recent Activity
Decreased -1.13%
1.21%
$1.223M
17,918 shares@ $68.27 avg price
CRMSalesforce Inc
Recent Activity
Decreased -3.23%
1.16%
$1.169M
3,497 shares@ $334.29 avg price
APHAmphenol Corp New
Recent Activity
Decreased -0.31%
1.15%
$1.157M
16,660 shares@ $69.46 avg price
REMXVaneck Etf Trust
Recent Activity
Decreased -8.09%
1.01%
$1.016M
26,033 shares@ $39.02 avg price
HUBSHubspot Inc
Recent Activity
Decreased -3.75%
0.96%
$965,026
1,385 shares@ $696.77 avg price