KI
Kapitalo Investimentos Portfolio holdings
AUM
$459M
1-Year Return
18.25%
This Quarter Return
+6.53%
1 Year Return
+18.25%
3 Year Return
+64.59%
5 Year Return
+80.43%
10 Year Return
–
AUM
$538M
AUM Growth
+$235M
(+78%)
Cap. Flow
+$235M
Cap. Flow
% of AUM
43.61%
Top 10 Holdings %
Top 10 Hldgs %
58.19%
Holding
745
New
333
Increased
70
Reduced
50
Closed
286
Top Buys
| 1 |
iShares MSCI Brazil ETF
EWZ
|
+$128M |
| 2 |
Teck Resources
TECK
|
+$23.2M |
| 3 |
ATVI
Activision Blizzard Inc.
ATVI
|
+$20.3M |
| 4 |
Charles Schwab
SCHW
|
+$14.2M |
| 5 |
Dollar General
DG
|
+$13.9M |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
+$37.9M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$20.4M |
| 3 |
iShares MSCI Saudi Arabia ETF
KSA
|
+$5.28M |
| 4 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
+$4.07M |
| 5 |
MAXR
Maxar Technologies Inc. Common Stock
MAXR
|
+$3.54M |
Sector Composition
| 1 | Consumer Staples | 10.93% |
| 2 | Technology | 10.35% |
| 3 | Healthcare | 9.12% |
| 4 | Materials | 6.59% |
| 5 | Financials | 6.4% |
