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
$454M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$25.5M
3
+$24.4M
4
CHTR icon
Charter Communications
CHTR
+$8.05M
5
MSFT icon
Microsoft
MSFT
+$7.79M

Top Sells

1
+$31.5M
2
+$22.4M
3
+$19.5M
4
BRFS
BRF SA
BRFS
+$18.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$14.7M

Sector Composition

1 Energy 17.64%
2 Materials 17.62%
3 Technology 8.29%
4 Healthcare 7.59%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$233K 0.05%
+9,497
227
$231K 0.05%
3,717
+1,629
228
$227K 0.05%
754
+561
229
$224K 0.05%
+4,740
230
$223K 0.05%
870
-1,397
231
$220K 0.05%
+979
232
$219K 0.05%
+4,518
233
$219K 0.05%
4,085
+2,806
234
$219K 0.05%
9,615
-5,594
235
$218K 0.05%
2,365
-4,305
236
$218K 0.05%
1,515
-1,016
237
$216K 0.05%
8,045
+6,056
238
$216K 0.05%
2,268
+164
239
$216K 0.05%
+18,063
240
$215K 0.05%
2,643
+926
241
$214K 0.05%
+829
242
$214K 0.05%
281
+119
243
$213K 0.05%
1,892
+1,780
244
$212K 0.05%
+2,823
245
$210K 0.05%
+1,492
246
$208K 0.05%
1,849
+543
247
$207K 0.05%
1,557
-1,630
248
$205K 0.05%
+1,669
249
$205K 0.04%
+3,082
250
$204K 0.04%
570
-26
8 9
10
11 12