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
351
$99.6K 0.02%
355
-76
352
$99.4K 0.02%
+3,235
353
$96.4K 0.02%
2,687
-4,184
354
$95.9K 0.02%
+518
355
$95.4K 0.02%
+646
356
$95.4K 0.02%
+3,980
357
$93.1K 0.02%
+571
358
$91.8K 0.02%
+2,170
359
$90.4K 0.02%
+1,516
360
$88.7K 0.02%
+6,610
361
$88.7K 0.02%
+671
362
$88.2K 0.02%
+2,222
363
$85K 0.02%
+700
364
$82.7K 0.02%
203
+13
365
$82.6K 0.02%
+1,260
366
$82.4K 0.02%
+694
367
$78.9K 0.01%
+1,858
368
$78.9K 0.01%
+6,264
369
$78K 0.01%
+15,610
370
$76.2K 0.01%
+1,165
371
$76K 0.01%
+395
372
$76K 0.01%
+2,105
373
$75.3K 0.01%
+1,202
374
$71.1K 0.01%
+2,402
375
$70.3K 0.01%
+912
13 14
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