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
251
$194K 0.04%
+7,164
252
$194K 0.04%
+713
253
$194K 0.04%
+1,403
254
$194K 0.04%
+2,234
255
$190K 0.04%
+650
256
$186K 0.03%
+1,054
257
$186K 0.03%
+1,406
258
$184K 0.03%
+846
259
$184K 0.03%
+3,123
260
$184K 0.03%
+5,700
261
$182K 0.03%
2,685
+1,050
262
$180K 0.03%
4,086
-1,946
263
$179K 0.03%
+1,828
264
$178K 0.03%
+7,800
265
$177K 0.03%
+1,017
266
$176K 0.03%
+3,529
267
$176K 0.03%
1,613
+545
268
$174K 0.03%
+1,551
269
$173K 0.03%
+824
270
$171K 0.03%
+2,250
271
$170K 0.03%
+2,019
272
$170K 0.03%
+9,777
273
$169K 0.03%
+560
274
$168K 0.03%
1,400
+400
275
$168K 0.03%
+781
9 10
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