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
101
$479K 0.09%
1,681
+1,206
102
$477K 0.09%
+4,246
103
$476K 0.09%
+8,065
104
$475K 0.09%
+30,099
105
$475K 0.09%
+9,955
106
$469K 0.09%
+1,001
107
$469K 0.09%
+13,914
108
$465K 0.09%
+5,103
109
$465K 0.09%
+4,401
110
$463K 0.09%
3,402
+2,426
111
$462K 0.09%
+2,477
112
$459K 0.09%
+13,357
113
$459K 0.09%
+5,474
114
$458K 0.09%
+3,144
115
$456K 0.08%
355
+168
116
$453K 0.08%
+4,721
117
$451K 0.08%
+7,930
118
$446K 0.08%
+179
119
$445K 0.08%
+7,884
120
$445K 0.08%
3,207
+2,297
121
$444K 0.08%
+962
122
$444K 0.08%
+2,217
123
$440K 0.08%
+4,737
124
$434K 0.08%
1,921
+1,504
125
$421K 0.08%
+5,882
3 4
5
6 7