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 +$2.83M
2 +$2.06M
3 +$2.03M
4
AIRC
Apartment Income REIT Corp.
AIRC
+$2.02M
5
MDT icon
Medtronic
MDT
+$2.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.02%
2 Healthcare 12.65%
3 Technology 12.41%
4 Industrials 11.51%
5 Consumer Discretionary 10.68%