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
$303M
AUM Growth
+$173M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
522
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$27M
3
+$20.4M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$17.2M
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$13.1M

Top Sells

1
+$21.4M
2
+$13.6M
3
+$13.5M
4
ARB icon
AltShares Merger Arbitrage ETF
ARB
+$7.58M
5
TRU icon
TransUnion
TRU
+$5.86M

Sector Composition

1 Healthcare 12.14%
2 Technology 11.5%
3 Industrials 8.86%
4 Financials 5.96%
5 Utilities 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$266K 0.09%
+4,998
102
$266K 0.09%
+5,979
103
$265K 0.09%
+6,316
104
$262K 0.09%
+10,314
105
$261K 0.09%
+4,431
106
$259K 0.08%
+2,022
107
$259K 0.08%
+24,669
108
$258K 0.08%
+2,615
109
$258K 0.08%
12,844
+8,144
110
$257K 0.08%
23,419
+9,419
111
$254K 0.08%
+2,765
112
$251K 0.08%
+5,987
113
$245K 0.08%
+3,232
114
$244K 0.08%
+1,125
115
$242K 0.08%
+1,797
116
$242K 0.08%
+983
117
$242K 0.08%
+3,258
118
$241K 0.08%
+3,693
119
$241K 0.08%
1,090
+812
120
$239K 0.08%
+1,389
121
$239K 0.08%
+9,164
122
$239K 0.08%
+3,786
123
$239K 0.08%
+4,413
124
$236K 0.08%
+7,250
125
$236K 0.08%
+38,945
3 4
5
6 7