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
$405M
AUM Growth
+$65.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1 +$6.14M
2 +$2.39M
3 +$2.37M
4
WU icon
Western Union
WU
+$2.33M
5
ABT icon
Abbott
ABT
+$2.3M

Top Sells

1 +$1.94M
2 +$1.65M
3 +$1.56M
4
TREX icon
Trex
TREX
+$1.43M
5
CME icon
CME Group
CME
+$1.39M

Sector Composition

1 Technology 16.81%
2 Healthcare 14.05%
3 Consumer Discretionary 13.8%
4 Industrials 13.33%
5 Financials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
APTV icon
376
Aptiv
APTV
$18B
$388K 0.1%
+3,454
NVEE
377
DELISTED
NV5 Global
NVEE
$386K 0.1%
+14,836
HES
378
DELISTED
Hess
HES
$384K 0.09%
+2,903
WHR icon
379
Whirlpool
WHR
$4.93B
$383K 0.09%
+2,903
NYT icon
380
New York Times
NYT
$11.1B
$383K 0.09%
9,852
-7,357
SSD icon
381
Simpson Manufacturing
SSD
$8.13B
$383K 0.09%
3,493
-2,656
WYNN icon
382
Wynn Resorts
WYNN
$12.2B
$382K 0.09%
+3,409
AWK icon
383
American Water Works
AWK
$24B
$381K 0.09%
+2,603
GO icon
384
Grocery Outlet
GO
$1B
$381K 0.09%
13,479
+5,137
FMC icon
385
FMC
FMC
$1.92B
$379K 0.09%
+3,102
BWA icon
386
BorgWarner
BWA
$11.3B
$376K 0.09%
8,706
+1,495
COLD icon
387
Americold
COLD
$3.63B
$376K 0.09%
13,226
-6,118
TD icon
388
Toronto Dominion Bank
TD
$165B
$376K 0.09%
6,275
+2,325
SRE icon
389
Sempra
SRE
$57.1B
$375K 0.09%
+4,958
LC icon
390
LendingClub
LC
$2B
$371K 0.09%
+51,516
PFG icon
391
Principal Financial Group
PFG
$21.1B
$371K 0.09%
+4,994
MORF
392
DELISTED
Morphic Holding, Inc. Common Stock
MORF
$371K 0.09%
+9,856
CRM icon
393
Salesforce
CRM
$182B
$370K 0.09%
1,851
-4,090
LZ icon
394
LegalZoom.com
LZ
$1.4B
$368K 0.09%
+39,211
AMLX icon
395
Amylyx Pharmaceuticals
AMLX
$1.56B
$367K 0.09%
+12,507
ADTN icon
396
Adtran
ADTN
$833M
$367K 0.09%
+23,125
ESI icon
397
Element Solutions
ESI
$7.48B
$364K 0.09%
18,864
+4,884
GVA icon
398
Granite Construction
GVA
$5.77B
$364K 0.09%
+8,851
TWO
399
Two Harbors Investment
TWO
$1.13B
$362K 0.09%
+24,621
DBX icon
400
Dropbox
DBX
$6.23B
$361K 0.09%
+16,688