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
$575M
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
452
New
Increased
Reduced
Closed

Top Buys

1
+$29.6M
2
+$28.1M
3
+$11.3M
4
COIN icon
Coinbase
COIN
+$9.01M
5
BMO icon
Bank of Montreal
BMO
+$8.98M

Top Sells

1
+$24.9M
2
+$15.9M
3
+$11.2M
4
CIXX
CI Financial Corp.
CIXX
+$11.1M
5
SAGAU
Sagaliam Acquisition Corp. Units
SAGAU
+$9.93M

Sector Composition

1 Financials 33.47%
2 Real Estate 5.25%
3 Technology 4.47%
4 Communication Services 3.9%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
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