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KI

Kapitalo Investimentos Portfolio holdings

AUM $531M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$32.7M
3
+$30.3M
4
V icon
Visa
V
+$8.32M
5
YPF icon
YPF
YPF
+$7.91M

Top Sells

1
+$49.1M
2
+$33.8M
3
+$16.8M
4
LMT icon
Lockheed Martin
LMT
+$16.6M
5
CRM icon
Salesforce
CRM
+$15M

Sector Composition

1 Consumer Discretionary 19.36%
2 Technology 11.33%
3 Materials 10.98%
4 Consumer Staples 7.62%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.6%
77,718
27
$3.13M 0.59%
+287,819
28
$3.09M 0.58%
+112,000
29
$3.06M 0.57%
+8,873
30
$2.84M 0.53%
385,734
+7,134
31
$2.53M 0.47%
+15,834
32
$2.11M 0.4%
224,498
-471,418
33
$1.92M 0.36%
418,432
+308,340
34
$1.89M 0.35%
+44,733
35
$1.83M 0.34%
233,029
-180,595
36
$1.81M 0.34%
2,463
-72
37
$1.09M 0.2%
+220,600
38
$949K 0.18%
5,155
-3,595
39
$918K 0.17%
+110,334
40
$796K 0.15%
+194,100
41
$560K 0.1%
30,677
+18,916
42
$375K 0.07%
155,017
-1,196,850
43
$343K 0.06%
88,465
+5,812
44
$302K 0.06%
+1,185
45
$249K 0.05%
+13,336
46
$229K 0.04%
+2,554
47
$223K 0.04%
6,303
-5,143
48
$202K 0.04%
+5,867
49
$180K 0.03%
10,280
-18,498
50
$94.1K 0.02%
45,463
+31,851
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