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
$538M
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$23.2M
3
+$20.3M
4
SCHW icon
Charles Schwab
SCHW
+$14.2M
5
DG icon
Dollar General
DG
+$13.9M

Top Sells

1
+$37.9M
2
+$20.4M
3
+$5.28M
4
AJRD
Aerojet Rocketdyne Holdings
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$556K 0.1%
5,187
+3,995
77
$552K 0.1%
+2,516
78
$544K 0.1%
+3,696
79
$539K 0.1%
+12,600
80
$539K 0.1%
+3,739
81
$538K 0.1%
11,388
+6,390
82
$537K 0.1%
3,489
+1,389
83
$536K 0.1%
+10,187
84
$535K 0.1%
+10,157
85
$522K 0.1%
+584
86
$518K 0.1%
+5,155
87
$516K 0.1%
+8,975
88
$515K 0.1%
55,825
-255,786
89
$508K 0.09%
+3,651
90
$507K 0.09%
+23,322
91
$505K 0.09%
+8,022
92
$505K 0.09%
8,700
+6,584
93
$503K 0.09%
+1,207
94
$499K 0.09%
+6,562
95
$498K 0.09%
+16,945
96
$487K 0.09%
7,025
+394
97
$486K 0.09%
5,093
+4,027
98
$485K 0.09%
+3,649
99
$483K 0.09%
4,155
+1,748
100
$481K 0.09%
4,855
+3,795
2 3
4
5 6