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
$734M
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$95M
2
+$38.9M
3
+$31M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$27.1M
5
MSFT icon
Microsoft
MSFT
+$22.1M

Top Sells

1
+$55.4M
2
+$15.5M
3
+$14.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.9M
5
AJRD
Aerojet Rocketdyne Holdings
AJRD
+$8.71M

Sector Composition

1 Technology 23.95%
2 Healthcare 10.36%
3 Consumer Staples 8.8%
4 Materials 8.76%
5 Utilities 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$283K 0.04%
3,301
+385
202
$283K 0.04%
+4,147
203
$282K 0.04%
4,031
+526
204
$281K 0.04%
+16,210
205
$281K 0.04%
+1,143
206
$281K 0.04%
+3,102
207
$279K 0.04%
1,382
-147
208
$279K 0.04%
+2,946
209
$278K 0.04%
+1,359
210
$277K 0.04%
5,636
-4,319
211
$276K 0.04%
1,423
+668
212
$274K 0.04%
16,407
-13,692
213
$274K 0.04%
+2,532
214
$273K 0.04%
+1,017
215
$271K 0.04%
10,058
+1,144
216
$270K 0.04%
3,960
-1,113
217
$267K 0.04%
+9,220
218
$262K 0.04%
+2,561
219
$262K 0.04%
2,723
-1,523
220
$259K 0.04%
13,327
+10,791
221
$259K 0.04%
19,660
+6,215
222
$258K 0.04%
1,459
+908
223
$256K 0.03%
3,779
+2,838
224
$256K 0.03%
4,706
-3,359
225
$255K 0.03%
+2,062
7 8
9
10 11