KI
Kula Investments Portfolio holdings
AUM
$405M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$340M
AUM Growth
–
Holding
562
Top Buys
| 1 | +$2.83M | |
| 2 | +$2.06M | |
| 3 | +$2.03M | |
| 4 |
AIRC
Apartment Income REIT Corp.
AIRC
|
+$2.02M |
| 5 |
Medtronic
MDT
|
+$2.02M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 23.02% |
| 2 | Healthcare | 12.65% |
| 3 | Technology | 12.41% |
| 4 | Industrials | 11.51% |
| 5 | Consumer Discretionary | 10.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Ecovyst
ECVT
$1.45B
| $130K | 0.04% |
+14,631
|
|
||
|
MPT
552
Medical Properties Trust
MPT
$2.84B
| $127K | 0.04% |
+11,439
|
|
||
553
Lyft
LYFT
$5.36B
| $127K | 0.04% |
+11,501
|
|
||
554
AGNC Investment
AGNC
$11.6B
| $127K | 0.04% |
+12,245
|
|
||
555
Upwork
UPWK
$1.44B
| $125K | 0.04% |
+11,956
|
|
||
556
ARKO Corp
ARKO
$609M
| $118K | 0.03% |
+13,664
|
|
||
557
Arcos Dorados Holdings
ARCO
$1.77B
| $102K | 0.03% |
+12,151
|
|
||
558
Pacific Biosciences
PACB
$444M
| $98.5K | 0.03% |
+12,042
|
|
||
559
Public Storage
PSA
$50.9B
| $24.6K | 0.01% |
+1,220
|
|
||
560
Elastic
ESTC
$5.04B
| $9.2K | ﹤0.01% |
+9,039
|
|
||
561
JB Hunt Transport Services
JBHT
$21.3B
| $762 | ﹤0.01% |
+3,513
|
|
||
562
Inspire Medical Systems
INSP
$1.54B
| $34 | ﹤0.01% |
+1,398
|
|