KI

Kula Investments Portfolio holdings

AUM $405M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$44M
2 +$10.1M
3 +$2.81M
4
HLT icon
Hilton Worldwide
HLT
+$1.94M
5
EQR icon
Equity Residential
EQR
+$1.94M

Top Sells

No sells this quarter

Sector Composition

1 Financials 22.89%
2 Healthcare 12.65%
3 Technology 12.55%
4 Industrials 11.42%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DOCN icon
301
DigitalOcean
DOCN
$3.45B
$374K 0.11%
+14,685
FIX icon
302
Comfort Systems
FIX
$34B
$373K 0.11%
+3,242
EIX icon
303
Edison International
EIX
$21.4B
$373K 0.11%
+5,860
COUP
304
DELISTED
Coupa Software Incorporated
COUP
$371K 0.11%
+4,690
KNSL icon
305
Kinsale Capital Group
KNSL
$9.26B
$370K 0.11%
+1,415
MNST icon
306
Monster Beverage
MNST
$65B
$369K 0.11%
+7,272
WWE
307
DELISTED
World Wrestling Entertainment
WWE
$369K 0.11%
+5,386
FOXF icon
308
Fox Factory Holding Corp
FOXF
$920M
$369K 0.11%
+4,041
THG icon
309
Hanover Insurance
THG
$6.09B
$366K 0.11%
+2,706
ELAN icon
310
Elanco Animal Health
ELAN
$11.2B
$365K 0.11%
+29,903
KTB icon
311
Kontoor Brands
KTB
$4.51B
$365K 0.11%
+9,125
DOV icon
312
Dover
DOV
$24.7B
$364K 0.11%
+2,690
AZPN
313
DELISTED
Aspen Technology Inc
AZPN
$364K 0.11%
+1,773
AEM icon
314
Agnico Eagle Mines
AEM
$81.7B
$363K 0.11%
+6,990
AMGN icon
315
Amgen
AMGN
$157B
$363K 0.11%
+1,382
ALE icon
316
Allete
ALE
$3.91B
$361K 0.11%
+5,599
CNP icon
317
CenterPoint Energy
CNP
$25.4B
$359K 0.11%
+11,960
WU icon
318
Western Union
WU
$2.99B
$358K 0.11%
+26,029
MGI
319
DELISTED
MoneyGram International, Inc. New
MGI
$358K 0.11%
+32,911
CELH icon
320
Celsius Holdings
CELH
$15.5B
$358K 0.11%
+10,311
XMTR icon
321
Xometry
XMTR
$2.46B
$357K 0.11%
+11,068
LPLA icon
322
LPL Financial
LPLA
$27.1B
$355K 0.1%
+1,644
PANW icon
323
Palo Alto Networks
PANW
$148B
$354K 0.1%
+5,074
PLAY icon
324
Dave & Buster's
PLAY
$521M
$354K 0.1%
+9,986
GOLF icon
325
Acushnet Holdings
GOLF
$4.6B
$353K 0.1%
+8,321