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
$314M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1 +$5.76M
2 +$5.69M
3 +$3.96M
4
NUVA
NuVasive, Inc.
NUVA
+$2.94M
5
DKNG icon
DraftKings
DKNG
+$2.26M

Top Sells

1 +$10.5M
2 +$9.48M
3 +$8.36M
4
SJT
San Juan Basin Royalty Trust
SJT
+$7.85M
5
AUY
Yamana Gold, Inc.
AUY
+$7.09M

Sector Composition

1 Financials 9.4%
2 Technology 7.79%
3 Healthcare 5.19%
4 Real Estate 5.06%
5 Industrials 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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277
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-100,000
279
-53,985
280
-447,661
281
-210,120
282
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283
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284
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285
-312,923