KPF

K2 Principal Fund Portfolio holdings

AUM $970M
1-Year Est. Return 30.89%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.89%
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 +$32M
2 +$29.2M
3 +$11.5M
4
COIN icon
Coinbase
COIN
+$9.28M
5
BMO icon
Bank of Montreal
BMO
+$8.82M

Sector Composition

1 Financials 33.72%
2 Real Estate 5.25%
3 Technology 4.22%
4 Communication Services 3.9%
5 Consumer Staples 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-386,900
427
-249,980