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
201
$253K 0.06%
626
+336
202
$252K 0.06%
1,008
-742
203
$252K 0.06%
+2,647
204
$252K 0.06%
+2,292
205
$252K 0.06%
5,306
+3,088
206
$252K 0.06%
1,976
-217
207
$251K 0.06%
2,912
+294
208
$249K 0.05%
5,473
+3,960
209
$249K 0.05%
+1,099
210
$248K 0.05%
2,566
-1,081
211
$248K 0.05%
2,427
+327
212
$247K 0.05%
1,799
+1,702
213
$246K 0.05%
+849
214
$246K 0.05%
3,549
+3,181
215
$245K 0.05%
509
-3,811
216
$243K 0.05%
551
+402
217
$241K 0.05%
+8,490
218
$240K 0.05%
+2,547
219
$240K 0.05%
2,470
-1,420
220
$237K 0.05%
4,793
+4,127
221
$237K 0.05%
2,787
-245
222
$235K 0.05%
2,543
+520
223
$235K 0.05%
+1,221
224
$235K 0.05%
+14,428
225
$233K 0.05%
+432
7 8
9
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