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KI

Kapitalo Investimentos Portfolio holdings

AUM $531M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
+$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$32.7M
3
+$30.3M
4
V icon
Visa
V
+$8.32M
5
YPF icon
YPF
YPF
+$7.91M

Top Sells

1
+$49.1M
2
+$33.8M
3
+$16.8M
4
LMT icon
Lockheed Martin
LMT
+$16.6M
5
CRM icon
Salesforce
CRM
+$15M

Sector Composition

1 Consumer Discretionary 19.36%
2 Technology 11.33%
3 Materials 10.98%
4 Consumer Staples 7.62%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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106
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-15,977
107
– –
-10,389
108
– –
-10,873
109
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-10,602
110
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-20,047
111
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-12,847
112
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113
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-29,865
114
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115
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116
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117
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118
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119
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120
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121
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122
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0
123
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-9,712
124
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0
125
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-144,160
2 3 4
5
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