KI

Kapitalo Investimentos Portfolio holdings

AUM $459M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.9M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$10M
3
+$7.59M
4
BABA icon
Alibaba
BABA
+$7.39M
5
PXS icon
Pyxis Tankers
PXS
+$6.82M

Top Sells

1
+$75.3M
2
+$55M
3
+$25.4M
4
SLB icon
SLB Limited
SLB
+$6.69M
5
EAF icon
GrafTech
EAF
+$800K

Sector Composition

1 Technology 15.81%
2 Financials 13.98%
3 Communication Services 12.92%
4 Energy 9.63%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
-29,010
29
– –
-306,680
30
– –
-52,000
31
– –
-378,600
32
– –
0
33
– –
-1,897,831
34
– –
-3,166,870
35
– –
-7,500
1
2