KI

Kula Investments Portfolio holdings

AUM $405M
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
ESTC icon
451
Elastic
ESTC
$8.05B
$309K 0.08%
5,332
-3,707
FSLY icon
452
Fastly, Inc. Class A Common Stock
FSLY
$1.53B
$307K 0.08%
17,284
-17,789
CFG icon
453
Citizens Financial Group
CFG
$25.4B
$307K 0.08%
+10,105
AEE icon
454
Ameren
AEE
$26.6B
$307K 0.08%
+3,550
KNTK icon
455
Kinetik
KNTK
$2.15B
$306K 0.08%
+9,787
AFL icon
456
Aflac
AFL
$57.8B
$304K 0.07%
+4,705
WNC icon
457
Wabash National
WNC
$364M
$302K 0.07%
+12,287
HTLD icon
458
Heartland Express
HTLD
$695M
$301K 0.07%
+18,936
VAL icon
459
Valaris
VAL
$3.44B
$301K 0.07%
+4,630
LADR
460
Ladder Capital
LADR
$1.45B
$298K 0.07%
+31,528
FCN icon
461
FTI Consulting
FCN
$5.45B
$296K 0.07%
+1,501
PTON icon
462
Peloton Interactive
PTON
$2.59B
$295K 0.07%
+26,020
ARRY icon
463
Array Technologies
ARRY
$1.45B
$292K 0.07%
13,352
+2,872
PAGS icon
464
PagSeguro Digital
PAGS
$2.78B
$291K 0.07%
+33,947
NEX
465
DELISTED
NexTier Oilfield Solutions Inc.
NEX
$288K 0.07%
+36,286
CCK icon
466
Crown Holdings
CCK
$11.8B
$287K 0.07%
+3,472
ARI
467
Apollo Commercial Real Estate
ARI
$1.39B
$285K 0.07%
+30,609
ACM icon
468
Aecom
ACM
$12.8B
$284K 0.07%
+3,368
IP icon
469
International Paper
IP
$20.2B
$282K 0.07%
7,809
-5,327
HBAN icon
470
Huntington Bancshares
HBAN
$27.9B
$282K 0.07%
+25,134
FSK icon
471
FS KKR Capital
FSK
$4.11B
$280K 0.07%
+15,147
DOCU icon
472
DocuSign
DOCU
$14B
$280K 0.07%
+4,805
VRNS icon
473
Varonis Systems
VRNS
$3.94B
$278K 0.07%
+10,699
GFF icon
474
Griffon
GFF
$3.55B
$278K 0.07%
8,689
-3,703
WY icon
475
Weyerhaeuser
WY
$16.9B
$277K 0.07%
+9,204
17 18
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