KI
Kula Investments Portfolio holdings
AUM
$405M
This Quarter Return
+6.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.66%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$44M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
$10.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.81M |
| 4 |
Hilton Worldwide
HLT
|
$1.94M |
| 5 |
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 | 11.49% |
| 5 | Consumer Discretionary | 10.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
NVRO
326
DELISTED
NEVRO CORP.
NVRO
| $352K | 0.1% |
+8,889
| New | +$352K |
|
327
Frontier Communications
FYBR
$9.33B
| $350K | 0.1% |
+13,728
| New | +$350K |
|
328
Icon
ICLR
$13.6B
| $350K | 0.1% |
+1,800
| New | +$350K |
|
329
Regency Centers
REG
$13.4B
| $349K | 0.1% |
+5,589
| New | +$349K |
|
|
DEN
330
DELISTED
Denbury Inc.
DEN
| $347K | 0.1% |
+3,989
| New | +$347K |
|
331
Devon Energy
DVN
$22.1B
| $347K | 0.1% |
+5,638
| New | +$347K |
|
332
Medpace
MEDP
$13.7B
| $347K | 0.1% |
+1,632
| New | +$347K |
|
333
Gartner
IT
$18.6B
| $347K | 0.1% |
+1,031
| New | +$347K |
|
334
Alpha Metallurgical Resources
AMR
$1.91B
| $347K | 0.1% |
+2,367
| New | +$347K |
|
335
Atlassian
TEAM
$45.2B
| $346K | 0.1% |
+2,692
| New | +$346K |
|
336
Darling Ingredients
DAR
$5.07B
| $346K | 0.1% |
+5,530
| New | +$346K |
|
337
nVent Electric
NVT
$14.9B
| $343K | 0.1% |
+8,926
| New | +$343K |
|
338
DraftKings
DKNG
$23.1B
| $343K | 0.1% |
+30,110
| New | +$343K |
|
339
TG Therapeutics
TGTX
$5.11B
| $342K | 0.1% |
+28,890
| New | +$342K |
|
340
BellRing Brands
BRBR
$4.97B
| $342K | 0.1% |
+13,326
| New | +$342K |
|
341
Nucor
NUE
$33.8B
| $341K | 0.1% |
+2,590
| New | +$341K |
|
342
Vir Biotechnology
VIR
$732M
| $341K | 0.1% |
+13,486
| New | +$341K |
|
343
Insight Enterprises
NSIT
$4.02B
| $341K | 0.1% |
+3,401
| New | +$341K |
|
344
Nova
NVMI
$7.58B
| $340K | 0.1% |
+4,159
| New | +$340K |
|
|
MFA
345
MFA Financial
MFA
$1.07B
| $339K | 0.1% |
+34,426
| New | +$339K |
|
346
Main Street Capital
MAIN
$5.95B
| $338K | 0.1% |
+9,157
| New | +$338K |
|
347
AXIS Capital
AXS
$7.62B
| $337K | 0.1% |
+6,217
| New | +$337K |
|
348
White Mountains Insurance
WTM
$4.63B
| $337K | 0.1% |
+238
| New | +$337K |
|
349
Benchmark Electronics
BHE
$1.45B
| $336K | 0.1% |
+12,599
| New | +$336K |
|
350
Malibu Boats
MBUU
$648M
| $336K | 0.1% |
+6,307
| New | +$336K |
|