KI

Kula Investments Portfolio holdings

AUM $405M
This Fund
S&P 500
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 23.02%
2 Healthcare 12.65%
3 Technology 12.41%
4 Industrials 11.42%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NVRO
326
DELISTED
NEVRO CORP.
NVRO
$352K 0.1%
+8,889
FYBR
327
DELISTED
Frontier Communications
FYBR
$350K 0.1%
+13,728
ICLR icon
328
Icon
ICLR
$11.8B
$350K 0.1%
+1,800
REG icon
329
Regency Centers
REG
$13.9B
$349K 0.1%
+5,589
DEN
330
DELISTED
Denbury Inc.
DEN
$347K 0.1%
+3,989
DVN icon
331
Devon Energy
DVN
$27B
$347K 0.1%
+5,638
MEDP icon
332
Medpace
MEDP
$14.9B
$347K 0.1%
+1,632
IT icon
333
Gartner
IT
$11.5B
$347K 0.1%
+1,031
AMR icon
334
Alpha Metallurgical Resources
AMR
$2.62B
$347K 0.1%
+2,367
TEAM icon
335
Atlassian
TEAM
$24B
$346K 0.1%
+2,692
DAR icon
336
Darling Ingredients
DAR
$7.66B
$346K 0.1%
+5,530
NVT icon
337
nVent Electric
NVT
$18.5B
$343K 0.1%
+8,926
DKNG icon
338
DraftKings
DKNG
$13.5B
$343K 0.1%
+30,110
TGTX icon
339
TG Therapeutics
TGTX
$4.7B
$342K 0.1%
+28,890
BRBR icon
340
BellRing Brands
BRBR
$2.2B
$342K 0.1%
+13,326
NUE icon
341
Nucor
NUE
$44.2B
$341K 0.1%
+2,590
VIR icon
342
Vir Biotechnology
VIR
$1.01B
$341K 0.1%
+13,486
NSIT icon
343
Insight Enterprises
NSIT
$2.86B
$341K 0.1%
+3,401
NVMI icon
344
Nova
NVMI
$13.7B
$340K 0.1%
+4,159
MFA
345
MFA Financial
MFA
$980M
$339K 0.1%
+34,426
MAIN icon
346
Main Street Capital
MAIN
$5.45B
$338K 0.1%
+9,157
AXS icon
347
AXIS Capital
AXS
$7.94B
$337K 0.1%
+6,217
WTM icon
348
White Mountains Insurance
WTM
$5.2B
$337K 0.1%
+238
BHE icon
349
Benchmark Electronics
BHE
$2.1B
$336K 0.1%
+12,599
MBUU icon
350
Malibu Boats
MBUU
$584M
$336K 0.1%
+6,307