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
$734M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$38.9M
3
+$31M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.1M
5
MSFT icon
Microsoft
MSFT
+$22.1M

Top Sells

1
+$55.4M
2
+$15.5M
3
+$14.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.9M
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$8.71M

Sector Composition

1 Technology 23.97%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.76%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 0.47%
40,725
+35,140
27
$3.4M 0.46%
89,322
-21,933
28
$2.23M 0.3%
+13,403
29
$1.79M 0.24%
6,816
+6,103
30
$1.78M 0.24%
8,307
-498
31
$1.75M 0.24%
4,416
+3,367
32
$1.56M 0.21%
63,507
-33,818
33
$1.54M 0.21%
+27,010
34
$1.29M 0.18%
62,005
+47,199
35
$1.29M 0.18%
20,300
+18,050
36
$1.27M 0.17%
28,742
+22,042
37
$1.21M 0.17%
18,975
+7,730
38
$1.11M 0.15%
14,974
+12,430
39
$1.05M 0.14%
+2,318
40
$1.02M 0.14%
+13,898
41
$937K 0.13%
+3,121
42
$934K 0.13%
18,231
-33,662
43
$932K 0.13%
+8,829
44
$910K 0.12%
+2,411
45
$895K 0.12%
40,330
+29,123
46
$888K 0.12%
+9,366
47
$876K 0.12%
+8,502
48
$875K 0.12%
17,512
+11,420
49
$856K 0.12%
+20,780
50
$852K 0.12%
8,680
+6,536
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