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
$485M
AUM Growth
-$249M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
756
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$14.7M
3
+$12M
4
CERE
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
+$7.63M
5
BRFS
BRF SA
BRFS
+$7.51M

Top Sells

1
+$121M
2
+$65.6M
3
+$45M
4
VUG icon
Vanguard Growth ETF
VUG
+$31M
5
MSFT icon
Microsoft
MSFT
+$25.8M

Sector Composition

1 Materials 17.28%
2 Consumer Staples 10.12%
3 Technology 6.63%
4 Utilities 6.05%
5 Consumer Discretionary 5.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$289K 0.06%
+5,714
202
$289K 0.06%
1,613
+261
203
$287K 0.06%
1,891
-5,217
204
$287K 0.06%
15,190
+7,186
205
$286K 0.06%
1,396
+655
206
$277K 0.06%
2,490
-3,780
207
$276K 0.06%
+4,454
208
$276K 0.06%
1,835
+906
209
$273K 0.06%
39
-11
210
$271K 0.06%
3,898
+2,644
211
$270K 0.06%
1,870
-1,034
212
$269K 0.06%
+2,323
213
$268K 0.06%
4,234
+171
214
$266K 0.05%
+1,292
215
$264K 0.05%
+21,057
216
$263K 0.05%
14,601
-14,747
217
$259K 0.05%
+1,609
218
$258K 0.05%
640
-1,085
219
$257K 0.05%
+1,778
220
$257K 0.05%
+2,675
221
$257K 0.05%
2,919
-2,152
222
$256K 0.05%
7,140
-19,042
223
$255K 0.05%
6,982
+3,909
224
$255K 0.05%
2,193
-1,962
225
$254K 0.05%
+315
7 8
9
10 11