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
IOVA icon
476
Iovance Biotherapeutics
IOVA
$1.62B
$276K 0.07%
45,194
+22,798
CARG icon
477
CarGurus
CARG
$3.26B
$274K 0.07%
+14,677
HMN icon
478
Horace Mann Educators
HMN
$1.82B
$274K 0.07%
+8,185
MEDP icon
479
Medpace
MEDP
$14.3B
$274K 0.07%
1,455
-177
GEN icon
480
Gen Digital
GEN
$11.1B
$273K 0.07%
+15,920
XPO icon
481
XPO
XPO
$25.1B
$272K 0.07%
+8,514
LTC
482
LTC Properties
LTC
$1.92B
$271K 0.07%
+7,703
ACH
483
Accendra Health
ACH
$203M
$270K 0.07%
+18,577
MLKN icon
484
MillerKnoll
MLKN
$1.05B
$270K 0.07%
+13,215
RLJ icon
485
RLJ Lodging Trust
RLJ
$1.21B
$269K 0.07%
+25,416
INSW icon
486
International Seaways
INSW
$3.7B
$268K 0.07%
+6,440
IFF icon
487
International Flavors & Fragrances
IFF
$18.8B
$268K 0.07%
+2,910
FE icon
488
FirstEnergy
FE
$30B
$266K 0.07%
+6,652
HIW icon
489
Highwoods Properties
HIW
$2.41B
$266K 0.07%
+11,458
HURN icon
490
Huron Consulting
HURN
$2.06B
$265K 0.07%
+3,298
B
491
DELISTED
Barnes Group Inc.
B
$265K 0.07%
+6,575
IEX icon
492
IDEX
IEX
$14.8B
$265K 0.07%
+1,146
LBRT icon
493
Liberty Energy
LBRT
$4.37B
$265K 0.07%
+20,652
CMC icon
494
Commercial Metals
CMC
$7.3B
$264K 0.07%
5,403
-701
PFSI icon
495
PennyMac Financial
PFSI
$4.79B
$263K 0.07%
+4,418
TMHC icon
496
Taylor Morrison
TMHC
$5.82B
$262K 0.06%
6,846
-745
ABCL icon
497
AbCellera Biologics
ABCL
$1.04B
$260K 0.06%
+34,489
GPN icon
498
Global Payments
GPN
$18.1B
$260K 0.06%
2,469
-10,050
S icon
499
SentinelOne
S
$4.32B
$260K 0.06%
15,869
-5,913
APLE icon
500
Apple Hospitality REIT
APLE
$2.92B
$259K 0.06%
+16,688
18 19
20
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