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
$734M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$38.9M
3
+$31M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.1M
5
MSFT icon
Microsoft
MSFT
+$22.1M

Top Sells

1
+$55.4M
2
+$15.5M
3
+$14.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.9M
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$8.71M

Sector Composition

1 Technology 23.95%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.76%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.03%
+834
227
$254K 0.03%
3,436
-286
228
$253K 0.03%
+1,795
229
$251K 0.03%
8,770
+1,129
230
$251K 0.03%
1,254
+981
231
$251K 0.03%
1,924
+1,761
232
$250K 0.03%
+9,957
233
$249K 0.03%
3,362
+1,480
234
$249K 0.03%
1,628
-1,774
235
$248K 0.03%
6,311
+2,443
236
$248K 0.03%
1,238
+80
237
$246K 0.03%
+3,151
238
$245K 0.03%
+4,063
239
$245K 0.03%
1,965
-1,239
240
$245K 0.03%
+6,176
241
$243K 0.03%
1,201
-720
242
$243K 0.03%
2,283
+1,877
243
$242K 0.03%
+7,286
244
$242K 0.03%
2,222
+363
245
$241K 0.03%
1,677
+702
246
$241K 0.03%
909
+408
247
$240K 0.03%
2,326
-2,395
248
$238K 0.03%
+2,109
249
$238K 0.03%
2,148
-627
250
$237K 0.03%
6,718
-9,357
8 9
10
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