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

Top Buys

1
+$92.6M
2
+$33.8M
3
+$32.3M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$28.2M
5
MSFT icon
Microsoft
MSFT
+$23.2M

Top Sells

1
+$57.4M
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 23.95%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.65%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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705
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715
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717
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718
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719
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722
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