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
51
$833K 0.18%
+7,959
52
$805K 0.18%
6,071
+5,653
53
$794K 0.17%
13,797
+4,737
54
$775K 0.17%
9,541
+1,962
55
$760K 0.17%
12,935
+10,311
56
$747K 0.16%
2,236
-2,251
57
$725K 0.16%
4,250
-2,773
58
$707K 0.16%
3,567
-823
59
$692K 0.15%
3,687
+1,817
60
$680K 0.15%
24,699
-1,201
61
$675K 0.15%
11,175
-7,730
62
$642K 0.14%
+5,729
63
$630K 0.14%
6,940
-3,059
64
$616K 0.14%
+11,719
65
$609K 0.13%
15,692
+5,881
66
$579K 0.13%
5,971
-368
67
$572K 0.13%
3,083
+1,342
68
$563K 0.12%
3,444
-204
69
$561K 0.12%
+3,118
70
$548K 0.12%
17,864
+4,496
71
$548K 0.12%
+39,404
72
$534K 0.12%
25,806
+10,722
73
$531K 0.12%
7,251
+3,367
74
$531K 0.12%
22,629
+15,238
75
$528K 0.12%
17,733
-463
1 2
3
4 5