KI

Kapitalo Investimentos Portfolio holdings

AUM $534M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$538M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$23.2M
3
+$20.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.2M
5
DG icon
Dollar General
DG
+$13.9M

Top Sells

1
+$37.9M
2
+$20.4M
3
+$5.28M
4
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$4.07M
5
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$3.54M

Sector Composition

1 Consumer Staples 10.93%
2 Technology 10.35%
3 Healthcare 9.12%
4 Materials 6.59%
5 Financials 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$216K 0.04%
+8,118
227
$216K 0.04%
1,294
-1,332
228
$215K 0.04%
+5,706
229
$214K 0.04%
+6,730
230
$214K 0.04%
+1,013
231
$213K 0.04%
+730
232
$213K 0.04%
+3,242
233
$212K 0.04%
+262
234
$211K 0.04%
+2,148
235
$210K 0.04%
+1,080
236
$209K 0.04%
+1,137
237
$207K 0.04%
3,720
+2,269
238
$206K 0.04%
2,935
+1,736
239
$204K 0.04%
2,144
+1,188
240
$204K 0.04%
+1,859
241
$204K 0.04%
+2,269
242
$203K 0.04%
+679
243
$203K 0.04%
+440
244
$202K 0.04%
2,916
-1,147
245
$201K 0.04%
+1,068
246
$198K 0.04%
+2,544
247
$197K 0.04%
+150
248
$197K 0.04%
+1,716
249
$195K 0.04%
+3,102
250
$194K 0.04%
+1,634
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