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
APOG icon
526
Apogee Enterprises
APOG
$757M
$237K 0.06%
+5,480
NUE icon
527
Nucor
NUE
$33.3B
$237K 0.06%
1,534
-1,056
IRM icon
528
Iron Mountain
IRM
$30.5B
$236K 0.06%
+4,465
MLI icon
529
Mueller Industries
MLI
$12B
$234K 0.06%
6,380
-3,788
DNOW icon
530
DNOW Inc
DNOW
$1.54B
$234K 0.06%
+20,950
ATO icon
531
Atmos Energy
ATO
$27.8B
$233K 0.06%
+2,074
KRYS icon
532
Krystal Biotech
KRYS
$6.03B
$233K 0.06%
+2,908
SUI icon
533
Sun Communities
SUI
$15.4B
$233K 0.06%
+1,652
LTHM
534
DELISTED
Livent Corporation
LTHM
$233K 0.06%
+10,709
SWKS icon
535
Skyworks Solutions
SWKS
$11.1B
$231K 0.06%
+1,959
CSGS icon
536
CSG Systems International
CSGS
$2.15B
$231K 0.06%
+4,296
NTRA icon
537
Natera
NTRA
$27.4B
$231K 0.06%
+4,153
UGI icon
538
UGI
UGI
$7.23B
$222K 0.05%
+6,381
RL icon
539
Ralph Lauren
RL
$18.7B
$221K 0.05%
+1,895
SLF icon
540
Sun Life Financial
SLF
$34.1B
$221K 0.05%
+4,722
ACAD icon
541
Acadia Pharmaceuticals
ACAD
$3.7B
$220K 0.05%
+11,706
TTMI icon
542
TTM Technologies
TTMI
$6.95B
$219K 0.05%
+16,260
ACLS icon
543
Axcelis
ACLS
$2.7B
$219K 0.05%
+1,646
IRTC icon
544
iRhythm Technologies
IRTC
$5.86B
$219K 0.05%
+1,766
UTHR icon
545
United Therapeutics
UTHR
$18.6B
$218K 0.05%
+975
SITM icon
546
SiTime
SITM
$7.36B
$218K 0.05%
+1,531
JAMF icon
547
Jamf
JAMF
$1.71B
$217K 0.05%
+11,182
AON icon
548
Aon
AON
$73B
$217K 0.05%
687
-3,226
JXN icon
549
Jackson Financial
JXN
$6.97B
$216K 0.05%
+5,773
SIX
550
DELISTED
Six Flags Entertainment Corp.
SIX
$216K 0.05%
+8,082