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
$340M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1 +$44M
2 +$10.1M
3 +$2.81M
4
HLT icon
Hilton Worldwide
HLT
+$1.94M
5
EQR icon
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 11.42%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
POST icon
76
Post Holdings
POST
$5.2B
$863K 0.25%
+9,557
SIRI icon
77
SiriusXM
SIRI
$6.99B
$857K 0.25%
+14,668
AVNT icon
78
Avient
AVNT
$2.85B
$852K 0.25%
+25,224
INTC icon
79
Intel
INTC
$176B
$850K 0.25%
+32,159
INVH icon
80
Invitation Homes
INVH
$16.6B
$850K 0.25%
+28,671
MOS icon
81
The Mosaic Company
MOS
$7.55B
$846K 0.25%
+19,289
HLF icon
82
Herbalife
HLF
$1.45B
$845K 0.25%
+56,820
PSTG icon
83
Pure Storage
PSTG
$22.8B
$845K 0.25%
+31,577
CHRW icon
84
C.H. Robinson
CHRW
$19.7B
$843K 0.25%
+9,206
LNTH icon
85
Lantheus
LNTH
$4.37B
$822K 0.24%
+16,127
URBN icon
86
Urban Outfitters
URBN
$7.29B
$822K 0.24%
+34,453
PARR icon
87
Par Pacific Holdings
PARR
$1.9B
$815K 0.24%
+35,069
AMN icon
88
AMN Healthcare
AMN
$616M
$814K 0.24%
+7,917
AN icon
89
AutoNation
AN
$7.59B
$811K 0.24%
+7,558
KAR icon
90
Openlane
KAR
$3.25B
$811K 0.24%
+13,881
MGM icon
91
MGM Resorts International
MGM
$10.2B
$802K 0.24%
+23,929
ADSK icon
92
Autodesk
ADSK
$63.6B
$802K 0.24%
+4,292
SMTC icon
93
Semtech
SMTC
$6.75B
$793K 0.23%
+27,628
RS icon
94
Reliance Steel & Aluminium
RS
$15.2B
$790K 0.23%
+3,900
FANG icon
95
Diamondback Energy
FANG
$42.4B
$788K 0.23%
+5,764
CRM icon
96
Salesforce
CRM
$244B
$788K 0.23%
+5,941
VRTX icon
97
Vertex Pharmaceuticals
VRTX
$116B
$786K 0.23%
+2,722
BRX icon
98
Brixmor Property Group
BRX
$7.89B
$786K 0.23%
+34,660
GWRE icon
99
Guidewire Software
GWRE
$17B
$785K 0.23%
+12,549
MRO
100
DELISTED
Marathon Oil Corporation
MRO
$781K 0.23%
+28,852