KI
Kula Investments Portfolio holdings
AUM
$405M
This Quarter Return
+6.57%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
–
Cap. Flow
+$340M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.66%
Holding
562
New
562
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Wells Fargo
WFC
|
$44M |
| 2 |
Coca-Cola Europacific Partners
CCEP
|
$10.1M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.81M |
| 4 |
Hilton Worldwide
HLT
|
$1.94M |
| 5 |
Equity Residential
EQR
|
$1.94M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.89% |
| 2 | Healthcare | 12.65% |
| 3 | Technology | 12.55% |
| 4 | Industrials | 11.49% |
| 5 | Consumer Discretionary | 10.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Ecovyst
ECVT
$1.01B
| $130K | 0.04% |
+14,631
| New | +$130K |
|
552
Medical Properties Trust
MPW
$2.66B
| $127K | 0.04% |
+11,439
| New | +$127K |
|
553
Lyft
LYFT
$7.02B
| $127K | 0.04% |
+11,501
| New | +$127K |
|
554
AGNC Investment
AGNC
$10.4B
| $127K | 0.04% |
+12,245
| New | +$127K |
|
555
Upwork
UPWK
$2.18B
| $125K | 0.04% |
+11,956
| New | +$125K |
|
556
ARKO Corp
ARKO
$548M
| $118K | 0.03% |
+13,664
| New | +$118K |
|
557
Arcos Dorados Holdings
ARCO
$1.44B
| $102K | 0.03% |
+12,151
| New | +$102K |
|
558
Pacific Biosciences
PACB
$378M
| $98.5K | 0.03% |
+12,042
| New | +$98.5K |
|
559
Public Storage
PSA
$51.2B
| $24.6K | 0.01% |
+1,220
| New | +$24.6K |
|
560
Elastic
ESTC
$9.17B
| $9.2K | ﹤0.01% |
+9,039
| New | +$9.2K |
|
561
JB Hunt Transport Services
JBHT
$14.1B
| $762 | ﹤0.01% |
+3,513
| New | +$762 |
|
562
Inspire Medical Systems
INSP
$2.53B
| $34 | ﹤0.01% |
+1,398
| New | +$34 |
|