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
$485M
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$14.7M
3
+$12M
4
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
+$7.63M
5
BRFS
BRF SA
BRFS
+$7.51M

Top Sells

1
+$121M
2
+$65.6M
3
+$45M
4
VUG icon
Vanguard Growth ETF
VUG
+$31M
5
MSFT icon
Microsoft
MSFT
+$25.8M

Sector Composition

1 Materials 17.28%
2 Consumer Staples 10.12%
3 Technology 6.63%
4 Utilities 6.05%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.48%
6,136
-68,726
27
$2.24M 0.46%
45,980
+38,816
28
$2.06M 0.42%
+51,145
29
$1.88M 0.39%
+101,818
30
$1.84M 0.38%
4,320
-96
31
$1.59M 0.33%
+23,087
32
$1.44M 0.3%
10,284
+7,404
33
$1.43M 0.3%
5,181
-3,126
34
$1.38M 0.29%
+3,875
35
$1.3M 0.27%
8,781
+3,339
36
$1.25M 0.26%
4,487
-2,329
37
$1.17M 0.24%
23,818
+3,038
38
$1.12M 0.23%
3,171
+50
39
$1.05M 0.22%
18,905
-8,105
40
$936K 0.19%
+11,419
41
$932K 0.19%
+31,437
42
$913K 0.19%
7,023
+3,842
43
$911K 0.19%
11,459
+8,158
44
$910K 0.19%
+8,150
45
$910K 0.19%
9,999
+6,104
46
$903K 0.19%
+3,286
47
$898K 0.19%
14,688
+11,700
48
$874K 0.18%
8,057
+7,347
49
$852K 0.18%
8,448
+3,630
50
$820K 0.17%
+4,803
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