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
251
$204K 0.04%
+1,530
252
$201K 0.04%
+1,687
253
$200K 0.04%
+3,994
254
$200K 0.04%
+2,973
255
$142K 0.03%
43,559
-5,695,016
256
$125K 0.03%
65,928
-284,529
257
– –
-3,077
258
– –
-584
259
– –
-1,290
260
– –
-3,421
261
– –
-700
262
– –
-16
263
– –
-5,006
264
– –
-1,872
265
– –
-262
266
– –
-3,593
267
– –
-1,043
268
– –
-1,062
269
– –
-3,062
270
– –
-824
271
– –
-778
272
– –
-4,973
273
– –
-524
274
– –
-1,297
275
– –
-127
9 10
11
12 13