KI

Kapitalo Investimentos Portfolio holdings

AUM $534M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
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
126
$420K 0.08%
+4,129
127
$419K 0.08%
+4,774
128
$415K 0.08%
+2,258
129
$414K 0.08%
+5,073
130
$413K 0.08%
+1,049
131
$412K 0.08%
+3,508
132
$410K 0.08%
+5,957
133
$407K 0.08%
24,171
+11,406
134
$404K 0.08%
+5,385
135
$404K 0.08%
+9,425
136
$402K 0.07%
+15,308
137
$401K 0.07%
+798
138
$399K 0.07%
+3,488
139
$398K 0.07%
+10,651
140
$395K 0.07%
+2,908
141
$393K 0.07%
+15,264
142
$392K 0.07%
+4,199
143
$392K 0.07%
+7,904
144
$388K 0.07%
+1,346
145
$387K 0.07%
5,442
+996
146
$383K 0.07%
3,204
+2,078
147
$379K 0.07%
+19,851
148
$376K 0.07%
+8,425
149
$374K 0.07%
+1,806
150
$374K 0.07%
+8,518
4 5
6
7 8