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
$92.9M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$9.9M
2
+$8.79M
3
+$8.73M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$7.42M
5
V icon
Visa
V
+$5.94M

Top Sells

1
+$12.8M
2
+$7.68M
3
+$6.66M
4
TX icon
Ternium
TX
+$4.39M
5
META icon
Meta Platforms (Facebook)
META
+$4.29M

Sector Composition

1 Financials 23.53%
2 Technology 18.06%
3 Materials 16.01%
4 Energy 11.94%
5 Real Estate 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63.3K 0.07%
9,100
-19,200
27
$1.22K ﹤0.01%
150
28
– –
-787
29
– –
0
30
– –
0
31
– –
-8,881
32
– –
-27,200
33
– –
-1,182,857
34
– –
0
35
– –
0
36
– –
-85,763
37
– –
-28,500
38
– –
0
39
– –
0
40
– –
-200
41
– –
-943
42
– –
-1,622
43
– –
0
44
– –
0
45
– –
0
46
– –
-15,871
1
2