KI

Kapitalo Investimentos Portfolio holdings

AUM $522M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
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
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0
29
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-28,500
30
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-85,763
31
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0
32
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0
33
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-1,182,857
34
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-27,200
35
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-8,881
36
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0
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38
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-787
39
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-15,871
40
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0
41
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42
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0
43
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-1,622
44
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-943
45
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-200
46
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0
1
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