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
326
$155K 0.02%
+1,968
327
$154K 0.02%
+859
328
$153K 0.02%
1,905
+1,539
329
$153K 0.02%
+1,932
330
$152K 0.02%
+9,753
331
$150K 0.02%
+1,184
332
$150K 0.02%
+2,679
333
$149K 0.02%
4,635
-12,332
334
$148K 0.02%
3,410
+1,240
335
$148K 0.02%
+2,838
336
$148K 0.02%
+2,748
337
$145K 0.02%
+654
338
$145K 0.02%
4,674
-1,026
339
$144K 0.02%
+10,530
340
$142K 0.02%
1,533
+50
341
$142K 0.02%
817
-120
342
$141K 0.02%
+929
343
$138K 0.02%
+92
344
$138K 0.02%
1,219
-929
345
$137K 0.02%
1,227
-173
346
$136K 0.02%
501
-1,545
347
$136K 0.02%
2,573
-6,402
348
$136K 0.02%
+1,377
349
$134K 0.02%
+4,512
350
$133K 0.02%
+7,160
12 13
14
15 16