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
201
$261K 0.05%
+9,870
202
$260K 0.05%
+1,695
203
$258K 0.05%
+4,123
204
$252K 0.05%
+4,248
205
$244K 0.05%
+3,923
206
$243K 0.05%
+1,544
207
$242K 0.05%
+68
208
$241K 0.04%
+174
209
$239K 0.04%
+1,093
210
$238K 0.04%
+2,800
211
$237K 0.04%
7,536
+286
212
$234K 0.04%
4,828
+423
213
$227K 0.04%
+1,156
214
$226K 0.04%
530
+155
215
$225K 0.04%
722
+323
216
$224K 0.04%
+8,914
217
$221K 0.04%
2,724
+1,234
218
$219K 0.04%
2,333
+1,307
219
$219K 0.04%
+623
220
$219K 0.04%
+4,950
221
$218K 0.04%
+4,480
222
$218K 0.04%
+7,592
223
$217K 0.04%
+2,299
224
$216K 0.04%
+1,562
225
$216K 0.04%
3,996
+1,843
7 8
9
10 11