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
$454M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$25.5M
3
+$24.4M
4
CHTR icon
Charter Communications
CHTR
+$8.05M
5
MSFT icon
Microsoft
MSFT
+$7.79M

Top Sells

1
+$31.5M
2
+$22.4M
3
+$19.5M
4
BRFS
BRF SA
BRFS
+$18.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$14.7M

Sector Composition

1 Energy 17.64%
2 Materials 17.62%
3 Technology 8.29%
4 Healthcare 7.59%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.73%
256,650
+216,098
27
$2.71M 0.59%
+324,539
28
$2.7M 0.59%
500,000
29
$2.54M 0.56%
+178,156
30
$2.53M 0.56%
+378,600
31
$1.84M 0.4%
+19,380
32
$1.71M 0.37%
6,260
+1,079
33
$1.63M 0.36%
17,795
-68,405
34
$1.44M 0.32%
+33,977
35
$1.3M 0.29%
2,676
-495
36
$1.24M 0.27%
47,500
+27,929
37
$1.22M 0.27%
11,659
+8,016
38
$1.16M 0.25%
5,753
-3,028
39
$1.11M 0.24%
6,170
+4,240
40
$1.08M 0.24%
20,374
+11,902
41
$1.07M 0.23%
1,760
+386
42
$947K 0.21%
4,320
+4,218
43
$946K 0.21%
6,168
+467
44
$940K 0.21%
8,131
+3,251
45
$928K 0.2%
10,960
+3,280
46
$915K 0.2%
11,660
+2,662
47
$897K 0.2%
3,690
+554
48
$895K 0.2%
5,222
+2,300
49
$861K 0.19%
7,372
-685
50
$836K 0.18%
4,222
+2,771
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