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
151
$372K 0.07%
+773
152
$369K 0.07%
+9,736
153
$368K 0.07%
+3,134
154
$366K 0.07%
+2,775
155
$365K 0.07%
5,585
+4,528
156
$359K 0.07%
5,962
-256
157
$358K 0.07%
+3,078
158
$357K 0.07%
5,571
+3,508
159
$355K 0.07%
+1,866
160
$352K 0.07%
+2,867
161
$346K 0.06%
+12,823
162
$345K 0.06%
+1,529
163
$340K 0.06%
+5,290
164
$335K 0.06%
+1,451
165
$334K 0.06%
+4,841
166
$328K 0.06%
+15,252
167
$327K 0.06%
+3,319
168
$325K 0.06%
+5,584
169
$325K 0.06%
+2,356
170
$320K 0.06%
+7,774
171
$317K 0.06%
+2,211
172
$314K 0.06%
+4,371
173
$313K 0.06%
6,092
-2,682
174
$313K 0.06%
4,957
-39,443
175
$312K 0.06%
+2,104
5 6
7
8 9