KI

Kapitalo Investimentos Portfolio holdings

AUM $534M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$493M
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$33.3M
3
+$32.3M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$32M
5
KBE icon
State Street SPDR S&P Bank ETF
KBE
+$25.3M

Top Sells

1
+$8.6M
2
+$1.47M
3
+$715K
4
MO icon
Altria Group
MO
+$676K
5
OVV icon
Ovintiv
OVV
+$643K

Sector Composition

1 Consumer Discretionary 20.85%
2 Materials 12.24%
3 Energy 11.27%
4 Utilities 10.83%
5 Technology 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$61.1K 0.01%
+10,587
77
$60.1K 0.01%
+10,153
78
$49.9K 0.01%
+21,902
79
$43.4K 0.01%
25,979
+24,386
80
$37.1K 0.01%
+12,168
81
$34.7K 0.01%
+10,393
82
$32.5K 0.01%
+32,910
83
– –
-11,748
84
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-883
85
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-362
86
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-1,020
87
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-4,607
88
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-474
89
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90
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91
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-4,220
92
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93
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-5,971
94
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-3,650
95
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-1,840
96
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-2,530
97
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98
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-4,936
99
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100
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-39,948
2 3
4
5 6