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
251
$237K 0.03%
161
-13
252
$236K 0.03%
3,801
-570
253
$236K 0.03%
+1,597
254
$234K 0.03%
+12,831
255
$233K 0.03%
+7,164
256
$231K 0.03%
+5,088
257
$228K 0.03%
3,170
+1,342
258
$227K 0.03%
6,738
-9,074
259
$227K 0.03%
+11,372
260
$226K 0.03%
3,749
+2,233
261
$223K 0.03%
+2,034
262
$222K 0.03%
+5,224
263
$221K 0.03%
+1,214
264
$220K 0.03%
+477
265
$219K 0.03%
+1,591
266
$219K 0.03%
831
+181
267
$218K 0.03%
+1,352
268
$218K 0.03%
+1,427
269
$217K 0.03%
157
-198
270
$216K 0.03%
+1,525
271
$216K 0.03%
+423
272
$215K 0.03%
+6,308
273
$208K 0.03%
+690
274
$208K 0.03%
1,285
-581
275
$208K 0.03%
+533
9 10
11
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