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
$215M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$72M
2
+$42.8M
3
+$7.93M
4
MELI icon
Mercado Libre
MELI
+$4.85M
5
ONEM
1Life Healthcare
ONEM
+$4.68M

Top Sells

1
+$6.82M
2
+$5.71M
3
+$5.69M
4
META icon
Meta Platforms (Facebook)
META
+$4.46M
5
BABA icon
Alibaba
BABA
+$3.73M

Sector Composition

1 Financials 39.82%
2 Consumer Staples 19.93%
3 Technology 11.08%
4 Communication Services 4.34%
5 Consumer Discretionary 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$308K 0.14%
+284,528
27
$261K 0.12%
7,119
-155,181
28
$208K 0.1%
+34,120
29
$34.4K 0.02%
+10,000
30
$1.83K ﹤0.01%
150
-185,920
31
$871 ﹤0.01%
150
32
– –
0
33
– –
-24,500
34
– –
-291,263
35
– –
-14,800
36
– –
-2,580
37
– –
-3,733
38
– –
-2,744
39
– –
0
40
– –
0
41
– –
-2,667
42
– –
-413,543
43
– –
0
44
– –
-8,210
1
2