KI

Kula Investments Portfolio holdings

AUM $405M
This Fund
S&P 500
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 +$2.83M
2 +$2.06M
3 +$2.03M
4
AIRC
Apartment Income REIT Corp.
AIRC
+$2.02M
5
MDT icon
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
HOOD icon
151
Robinhood
HOOD
$64.7B
$635K 0.19%
+77,972
ALB icon
152
Albemarle
ALB
$20.9B
$634K 0.19%
+2,924
ADP icon
153
Automatic Data Processing
ADP
$80.8B
$634K 0.19%
+2,653
FOLD icon
154
Amicus Therapeutics
FOLD
$4.54B
$628K 0.18%
+51,399
CHGG icon
155
Chegg
CHGG
$99.6M
$625K 0.18%
+24,734
ST icon
156
Sensata Technologies
ST
$5.45B
$623K 0.18%
+15,419
MZTI
157
The Marzetti Company
MZTI
$3.96B
$618K 0.18%
+3,133
EXE
158
Expand Energy Corp
EXE
$24.1B
$618K 0.18%
+6,547
DXCM icon
159
DexCom
DXCM
$25.3B
$615K 0.18%
+5,435
ARES icon
160
Ares Management
ARES
$22.9B
$611K 0.18%
+8,931
WH icon
161
Wyndham Hotels & Resorts
WH
$6.24B
$608K 0.18%
+8,533
MSGS icon
162
Madison Square Garden
MSGS
$7.9B
$606K 0.18%
+3,305
FLR icon
163
Fluor
FLR
$7.03B
$601K 0.18%
+17,348
DE icon
164
Deere & Co
DE
$165B
$599K 0.18%
+1,398
RNG icon
165
RingCentral
RNG
$3.15B
$599K 0.18%
+16,928
FVRR icon
166
Fiverr
FVRR
$365M
$599K 0.18%
+20,548
CTRE icon
167
CareTrust REIT
CTRE
$8.65B
$597K 0.18%
+32,144
LEA icon
168
Lear
LEA
$6.32B
$595K 0.18%
+4,798
APH icon
169
Amphenol
APH
$166B
$594K 0.18%
+15,614
CF icon
170
CF Industries
CF
$19.4B
$588K 0.17%
+6,904
MET icon
171
MetLife
MET
$48.5B
$576K 0.17%
+7,965
AZO icon
172
AutoZone
AZO
$57.1B
$567K 0.17%
+230
BXMT icon
173
Blackstone Mortgage Trust
BXMT
$3.26B
$563K 0.17%
+26,616
AAPL icon
174
Apple
AAPL
$3.8T
$563K 0.17%
+4,333
NTNX icon
175
Nutanix
NTNX
$10.5B
$563K 0.17%
+21,597