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
$454M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
580
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$25.5M
3
+$24.4M
4
CHTR icon
Charter Communications
CHTR
+$8.05M
5
MSFT icon
Microsoft
MSFT
+$7.79M

Top Sells

1
+$31.5M
2
+$22.4M
3
+$19.5M
4
BRFS
BRF SA
BRFS
+$18.6M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$14.7M

Sector Composition

1 Energy 17.64%
2 Materials 17.62%
3 Technology 8.29%
4 Healthcare 7.59%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$435K 0.1%
15,241
+10,693
102
$434K 0.1%
8,699
+4,650
103
$429K 0.09%
5,288
+1,594
104
$420K 0.09%
2,200
+748
105
$418K 0.09%
3,395
+223
106
$416K 0.09%
3,319
-130
107
$412K 0.09%
2,244
-825
108
$409K 0.09%
644
-525
109
$408K 0.09%
+15,836
110
$407K 0.09%
2,812
+2,105
111
$403K 0.09%
2,956
+2,420
112
$402K 0.09%
322
+33
113
$401K 0.09%
3,588
-4,860
114
$400K 0.09%
5,253
+1,019
115
$399K 0.09%
1,937
-1,348
116
$398K 0.09%
2,388
+1,512
117
$395K 0.09%
18,428
-279,355
118
$394K 0.09%
1,039
-490
119
$392K 0.09%
832
+192
120
$392K 0.09%
1,080
-42
121
$388K 0.09%
10,051
+4,013
122
$385K 0.08%
7,835
-5,777
123
$383K 0.08%
+2,904
124
$383K 0.08%
1,424
+28
125
$383K 0.08%
6,696
-8,186
3 4
5
6 7