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
FANG icon
551
Diamondback Energy
FANG
$39.7B
$215K 0.05%
1,594
-4,170
KOS icon
552
Kosmos Energy
KOS
$713M
$215K 0.05%
28,860
-30,134
HAIN icon
553
Hain Celestial
HAIN
$102M
$213K 0.05%
+12,437
IAC icon
554
IAC Inc
IAC
$2.55B
$212K 0.05%
+5,006
MGPI icon
555
MGP Ingredients
MGPI
$526M
$209K 0.05%
+2,165
CINF icon
556
Cincinnati Financial
CINF
$24.3B
$209K 0.05%
+1,868
PECO icon
557
Phillips Edison & Co
PECO
$4.25B
$207K 0.05%
+6,339
BLD icon
558
TopBuild
BLD
$11.8B
$204K 0.05%
+980
SEB icon
559
Seaboard Corp
SEB
$3.51B
$204K 0.05%
+54
HXL icon
560
Hexcel
HXL
$5.64B
$203K 0.05%
+2,976
BFAM icon
561
Bright Horizons
BFAM
$5.87B
$203K 0.05%
+2,638
NEO icon
562
NeoGenomics
NEO
$1.31B
$198K 0.05%
11,375
-3,831
CWAN icon
563
Clearwater Analytics
CWAN
$5.08B
$190K 0.05%
+11,924
SBGI icon
564
Sinclair Inc
SBGI
$928M
$189K 0.05%
+10,988
BHC icon
565
Bausch Health
BHC
$2.5B
$188K 0.05%
+23,149
KAR icon
566
Openlane
KAR
$2.84B
$183K 0.05%
13,373
-508
LXP icon
567
LXP Industrial Trust
LXP
$2.83B
$174K 0.04%
+16,866
HLIT icon
568
Harmonic Inc
HLIT
$1.17B
$170K 0.04%
11,656
-1,242
DRH icon
569
DiamondRock Hospitality
DRH
$1.63B
$165K 0.04%
20,266
-17,076
DAN icon
570
Dana Inc
DAN
$2.37B
$155K 0.04%
+10,288
ROIC
571
DELISTED
Retail Opportunity Investments Corp.
ROIC
$154K 0.04%
+11,064
GTES icon
572
Gates Industrial
GTES
$5.53B
$153K 0.04%
+11,030
HOOD icon
573
Robinhood
HOOD
$124B
$152K 0.04%
15,623
-62,349
MARA icon
574
Marathon Digital Holdings
MARA
$6.22B
$148K 0.04%
+17,006
IRWD icon
575
Ironwood Pharmaceuticals
IRWD
$286M
$147K 0.04%
+14,003