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
$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
151
$338K 0.07%
7,461
-11,776
152
$337K 0.07%
4,245
-916
153
$330K 0.07%
+3,410
154
$329K 0.07%
1,734
+1,262
155
$327K 0.07%
1,122
+751
156
$326K 0.07%
11,176
-624
157
$321K 0.07%
3,439
-566
158
$317K 0.07%
2,472
+2,402
159
$312K 0.07%
2,263
+1,227
160
$310K 0.07%
+423
161
$308K 0.07%
7,339
+2,910
162
$308K 0.07%
737
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163
$308K 0.07%
38
-1
164
$307K 0.07%
5,687
-2,114
165
$306K 0.07%
+3,556
166
$306K 0.07%
4,258
-2,270
167
$306K 0.07%
+16,020
168
$301K 0.07%
5,578
-5,207
169
$297K 0.07%
811
+477
170
$296K 0.07%
12,472
-5,073
171
$296K 0.06%
1,659
-2,148
172
$295K 0.06%
+8,522
173
$293K 0.06%
1,271
+1,019
174
$292K 0.06%
4,523
-7,935
175
$290K 0.06%
+4,245
5 6
7
8 9