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
326
$117K 0.02%
+2,247
327
$116K 0.02%
+3,279
328
$115K 0.02%
+795
329
$115K 0.02%
+1,999
330
$114K 0.02%
3,848
-3,157
331
$113K 0.02%
+644
332
$111K 0.02%
+3,127
333
$110K 0.02%
1,361
-255
334
$110K 0.02%
+839
335
$110K 0.02%
+745
336
$110K 0.02%
+2,299
337
$110K 0.02%
528
-51
338
$109K 0.02%
1,517
-1,554
339
$108K 0.02%
+244
340
$108K 0.02%
+2,830
341
$108K 0.02%
+429
342
$107K 0.02%
1,324
-388
343
$106K 0.02%
+551
344
$104K 0.02%
+688
345
$103K 0.02%
+1,482
346
$102K 0.02%
+1,404
347
$102K 0.02%
1,335
-2,383
348
$101K 0.02%
+764
349
$101K 0.02%
+1,310
350
$101K 0.02%
+3,450
12 13
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