KI
Kapitalo Investimentos Portfolio holdings
AUM
$459M
1-Year Return
18.25%
This Quarter Return
+4.96%
1 Year Return
+18.25%
3 Year Return
+64.59%
5 Year Return
+80.43%
10 Year Return
–
AUM
$303M
AUM Growth
+$173M
(+133%)
Cap. Flow
+$166M
Cap. Flow
% of AUM
54.84%
Top 10 Holdings %
Top 10 Hldgs %
55.55%
Holding
522
New
340
Increased
51
Reduced
9
Closed
107
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
+$37.9M |
| 2 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
+$27M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$20.4M |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$17.2M |
| 5 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
+$13.1M |
Top Sells
| 1 |
Amazon
AMZN
|
+$21.4M |
| 2 |
iShares MBS ETF
MBB
|
+$13.6M |
| 3 |
Sigma Lithium
SGML
|
+$13.5M |
| 4 |
AltShares Merger Arbitrage ETF
ARB
|
+$7.58M |
| 5 |
TransUnion
TRU
|
+$5.86M |
Sector Composition
| 1 | Healthcare | 12.14% |
| 2 | Technology | 11.5% |
| 3 | Industrials | 8.86% |
| 4 | Financials | 5.96% |
| 5 | Utilities | 4.69% |
