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
$734M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$38.9M
3
+$31M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.1M
5
MSFT icon
Microsoft
MSFT
+$22.1M

Top Sells

1
+$55.4M
2
+$15.5M
3
+$14.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.9M
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$8.71M

Sector Composition

1 Technology 23.97%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.76%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$509K 0.07%
4,151
+643
102
$506K 0.07%
+3,935
103
$506K 0.07%
+3,654
104
$498K 0.07%
+4,155
105
$491K 0.07%
3,786
+1,682
106
$488K 0.07%
+3,575
107
$484K 0.07%
8,767
+7,602
108
$480K 0.07%
8,263
+6,344
109
$479K 0.07%
3,988
-1,105
110
$475K 0.06%
+4,990
111
$473K 0.06%
29,348
+20,164
112
$473K 0.06%
7,068
+5,478
113
$470K 0.06%
13,768
+9,829
114
$470K 0.06%
7,988
+2,026
115
$467K 0.06%
+7,634
116
$467K 0.06%
+1,831
117
$462K 0.06%
3,755
+3,109
118
$460K 0.06%
11,935
+1,284
119
$458K 0.06%
+10,134
120
$456K 0.06%
6,685
-4,633
121
$455K 0.06%
6,113
-3,697
122
$453K 0.06%
+7,960
123
$451K 0.06%
2,610
+2,457
124
$451K 0.06%
+3,181
125
$440K 0.06%
5,870
+3,959
3 4
5
6 7