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
$371M
AUM Growth
+$71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$7.49M
3
+$6.02M
4
CLOV icon
Clover Health Investments
CLOV
+$5.95M
5
OPEN icon
Opendoor
OPEN
+$5.95M

Top Sells

1
+$8.28M
2
+$8.21M
3
+$8.17M
4
CCXX.U
Churchill Capital Corp III Units, each consisting of one share of Class A Common Stock and one-fourt
CCXX.U
+$5.56M
5
INSUU
Insurance Acquisition Corp. Unit
INSUU
+$5.21M

Sector Composition

1 Financials 11.63%
2 Consumer Discretionary 7.59%
3 Technology 6.61%
4 Healthcare 6.49%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
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