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
$151M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$29.9M
2
+$29.7M
3
+$15.3M
4
MU icon
Micron Technology
MU
+$7.38M
5
BKNG icon
Booking.com
BKNG
+$5.36M

Top Sells

1
+$8.79M
2
+$8.73M
3
+$6.91M
4
MSFT icon
Microsoft
MSFT
+$4.16M
5
TX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$149K 0.1%
+2,846
27
$119K 0.08%
707
28
$110K 0.07%
1,154
29
$88.8K 0.06%
12,500
30
$3.94K ﹤0.01%
33
-26,640
31
– –
0
32
– –
-150
33
– –
0
34
– –
-300,000
35
– –
0
36
– –
0
37
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0
38
– –
0
39
– –
-9,100
40
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0
41
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0
42
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-378,600
43
– –
-5,991
44
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0
45
– –
-646,541
46
– –
-509
47
– –
-85,868
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