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
$485M
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$14.7M
3
+$12M
4
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
+$7.63M
5
BRFS
BRF SA
BRFS
+$7.51M

Top Sells

1
+$121M
2
+$65.6M
3
+$45M
4
VUG icon
Vanguard Growth ETF
VUG
+$31M
5
MSFT icon
Microsoft
MSFT
+$25.8M

Sector Composition

1 Materials 17.28%
2 Consumer Staples 10.12%
3 Technology 6.63%
4 Utilities 6.05%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$609K 0.13%
12,060
+11,229
77
$599K 0.12%
+12,458
78
$595K 0.12%
13,578
-15,164
79
$581K 0.12%
1,855
+1,354
80
$581K 0.12%
+6,108
81
$580K 0.12%
+18,196
82
$579K 0.12%
1,100
+848
83
$563K 0.12%
2,922
+1,787
84
$557K 0.11%
+6,670
85
$554K 0.11%
7,579
-829
86
$553K 0.11%
1,921
+904
87
$548K 0.11%
3,069
+989
88
$537K 0.11%
4,880
+4,783
89
$537K 0.11%
9,811
-323
90
$532K 0.11%
3,285
-369
91
$531K 0.11%
+1,469
92
$524K 0.11%
879
+456
93
$523K 0.11%
5,968
+3,334
94
$523K 0.11%
2,346
+653
95
$519K 0.11%
+1,530
96
$515K 0.11%
+2,267
97
$515K 0.11%
8,211
+5,842
98
$510K 0.11%
9,123
+4,417
99
$508K 0.1%
4,926
-10,048
100
$508K 0.1%
30,709
+26,175
2 3
4
5 6