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
101
$499K 0.1%
+853
102
$498K 0.1%
24,883
+11,556
103
$497K 0.1%
+13,810
104
$495K 0.1%
1,529
-730
105
$494K 0.1%
+2,860
106
$492K 0.1%
1,075
+260
107
$490K 0.1%
10,785
+8,461
108
$488K 0.1%
+6,528
109
$486K 0.1%
3,648
-340
110
$484K 0.1%
3,018
-718
111
$484K 0.1%
4,468
+3,755
112
$481K 0.1%
+4,362
113
$480K 0.1%
19,571
-42,434
114
$474K 0.1%
+15,446
115
$463K 0.1%
3,918
-2,613
116
$463K 0.1%
+5,369
117
$457K 0.09%
19,058
+5,949
118
$454K 0.09%
+5,161
119
$452K 0.09%
+5,912
120
$447K 0.09%
+5,893
121
$445K 0.09%
13,368
+8,323
122
$443K 0.09%
2,056
-446
123
$440K 0.09%
757
-799
124
$439K 0.09%
3,187
-260
125
$437K 0.09%
9,946
+2,036
3 4
5
6 7