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

Top Buys

1
+$95M
2
+$38.9M
3
+$31M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.1M
5
MSFT icon
Microsoft
MSFT
+$22.1M

Top Sells

1
+$55.4M
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 23.97%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.76%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$851K 0.12%
25,385
+21,943
52
$829K 0.11%
16,927
+6,770
53
$824K 0.11%
5,442
+2,927
54
$822K 0.11%
+26,182
55
$817K 0.11%
+4,066
56
$814K 0.11%
+15,212
57
$809K 0.11%
+1,214,252
58
$806K 0.11%
+5,152
59
$803K 0.11%
29,013
+21,421
60
$783K 0.11%
7,054
+1,170
61
$770K 0.1%
+10,179
62
$764K 0.1%
7,108
+6,537
63
$764K 0.1%
+15,456
64
$750K 0.1%
7,079
+2,924
65
$721K 0.1%
+10,377
66
$714K 0.1%
+1,556
67
$709K 0.1%
2,259
+2,065
68
$702K 0.1%
5,635
+2,727
69
$700K 0.1%
+6,531
70
$699K 0.09%
+6,708
71
$682K 0.09%
+13,654
72
$681K 0.09%
+8,206
73
$677K 0.09%
+68,624
74
$672K 0.09%
+26,232
75
$666K 0.09%
12,704
+9,904
1 2
3
4 5