KI
Kapitalo Investimentos Portfolio holdings
AUM
$459M
This Quarter Return
-2.65%
1 Year Return
+18.25%
3 Year Return
+64.59%
5 Year Return
+80.43%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+62%)
Cap. Flow
+$67.8M
Cap. Flow
% of AUM
44.94%
Top 10 Holdings %
Top 10 Hldgs %
84.15%
Holding
47
New
11
Increased
8
Reduced
6
Closed
8
Top Buys
| 1 |
Li Auto
LI
|
$29.9M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$29.7M |
| 3 |
GlobalFoundries
GFS
|
$15.3M |
| 4 |
Micron Technology
MU
|
$7.38M |
| 5 |
Booking.com
BKNG
|
$5.36M |
Top Sells
| 1 |
Sigma Lithium
SGML
|
$8.79M |
| 2 |
Cameco
CCJ
|
$8.73M |
| 3 |
Visa
V
|
$6.91M |
| 4 |
Microsoft
MSFT
|
$4.16M |
| 5 |
Ternium
TX
|
$3.92M |
Sector Composition
| 1 | Consumer Discretionary | 25.04% |
| 2 | Technology | 22.98% |
| 3 | Financials | 10.12% |
| 4 | Real Estate | 5.49% |
| 5 | Energy | 3.76% |
