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
276
$166K 0.03%
+2,800
277
$166K 0.03%
+1,590
278
$165K 0.03%
+986
279
$164K 0.03%
+2,171
280
$164K 0.03%
2,030
+1,224
281
$163K 0.03%
560
+283
282
$163K 0.03%
+6,476
283
$161K 0.03%
+937
284
$159K 0.03%
+9,184
285
$158K 0.03%
1,594
-1,153
286
$158K 0.03%
13,445
+4,232
287
$158K 0.03%
+3,939
288
$156K 0.03%
+1,074
289
$154K 0.03%
+2,593
290
$152K 0.03%
2,258
+237
291
$152K 0.03%
+285
292
$151K 0.03%
+3,223
293
$150K 0.03%
+1,851
294
$149K 0.03%
+3,868
295
$149K 0.03%
755
-634
296
$147K 0.03%
1,911
-1,540
297
$147K 0.03%
+3,255
298
$145K 0.03%
+1,882
299
$144K 0.03%
+975
300
$143K 0.03%
+4,230
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