KPF

K2 Principal Fund Portfolio holdings

AUM $545M
1-Year Est. Return 16.04%
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.9M
3
+$10.2M
4
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
+$10.1M
5
ALR
Alere Inc
ALR
+$10M

Top Sells

1
+$13.2M
2
+$11.5M
3
+$11.2M
4
USO icon
United States Oil Fund
USO
+$10.6M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$8.95M

Sector Composition

1 Technology 20.55%
2 Energy 19.66%
3 Communication Services 9.82%
4 Industrials 8.94%
5 Healthcare 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
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