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
301
$143K 0.03%
+2,250
302
$143K 0.03%
+2,076
303
$143K 0.03%
+2,102
304
$140K 0.03%
+1,483
305
$140K 0.03%
6,191
+1,959
306
$139K 0.03%
+4,724
307
$138K 0.03%
+707
308
$138K 0.03%
+5,435
309
$136K 0.03%
+743
310
$136K 0.03%
3,442
-3,245
311
$133K 0.02%
+986
312
$132K 0.02%
+738
313
$132K 0.02%
+679
314
$130K 0.02%
2,435
-6,500
315
$128K 0.02%
+1,389
316
$128K 0.02%
+1,567
317
$127K 0.02%
+2,110
318
$125K 0.02%
+2,028
319
$124K 0.02%
+501
320
$124K 0.02%
576
+60
321
$123K 0.02%
+1,624
322
$123K 0.02%
1,919
+349
323
$120K 0.02%
1,267
-3,702
324
$119K 0.02%
+646
325
$119K 0.02%
+455
11 12
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