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
+$5.99M
2
+$2.72M
3
+$2.7M
4
WRB icon
W.R. Berkley
WRB
+$2.57M
5
ABT icon
Abbott
ABT
+$2.4M

Top Sells

1
+$1.94M
2
+$1.65M
3
+$1.6M
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 13.39%
5 Financials 12.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTC icon
451
Elastic
ESTC
$4.64B
$309K 0.08%
5,332
-3,707
FSLY icon
452
Fastly Inc
FSLY
$4.18B
$307K 0.08%
17,284
-17,789
CFG icon
453
Citizens Financial Group
CFG
$27.7B
$307K 0.08%
+10,105
AEE icon
454
Ameren
AEE
$31.8B
$307K 0.08%
+3,550
KNTK icon
455
Kinetik
KNTK
$2.95B
$306K 0.08%
+9,787
AFL icon
456
Aflac
AFL
$58.5B
$304K 0.08%
+4,705
WNC icon
457
Wabash National
WNC
$370M
$302K 0.07%
+12,287
HTLD icon
458
Heartland Express
HTLD
$862M
$301K 0.07%
+18,936
VAL icon
459
Valaris
VAL
$6.79B
$301K 0.07%
+4,630
LADR
460
Ladder Capital
LADR
$1.27B
$298K 0.07%
+31,528
FCN icon
461
FTI Consulting
FCN
$5.54B
$296K 0.07%
+1,501
PTON icon
462
Peloton Interactive
PTON
$2B
$295K 0.07%
+26,020
ARRY icon
463
Array Technologies
ARRY
$1.09B
$292K 0.07%
13,352
+2,872
PAGS icon
464
PagSeguro Digital
PAGS
$2.99B
$291K 0.07%
+33,947
NEX
465
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$288K 0.07%
+36,286
CCK icon
466
Crown Holdings
CCK
$12.1B
$287K 0.07%
+3,472
ARI
467
Apollo Commercial Real Estate
ARI
$1.5B
$285K 0.07%
+30,609
ACM icon
468
Aecom
ACM
$11.1B
$284K 0.07%
+3,368
IP icon
469
International Paper
IP
$19.4B
$282K 0.07%
7,809
-5,327
HBAN icon
470
Huntington Bancshares
HBAN
$33.8B
$282K 0.07%
+25,134
FSK icon
471
FS KKR Capital
FSK
$2.85B
$280K 0.07%
+15,147
DOCU
472
DocuSign
DOCU
$8.57B
$280K 0.07%
+4,805
VRNS icon
473
Varonis Systems
VRNS
$2.5B
$278K 0.07%
+10,699
GFF icon
474
Griffon
GFF
$3.62B
$278K 0.07%
8,689
-3,703
WY icon
475
Weyerhaeuser
WY
$18B
$277K 0.07%
+9,204
17 18
19
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