KCP

Kera Capital Partners Portfolio holdings

AUM $811M
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.29M
3
+$5.35M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.31M

Top Sells

1
+$5.01M
2
+$4.64M
3
+$3.4M
4
DELL icon
Dell
DELL
+$3.19M
5
MSFT icon
Microsoft
MSFT
+$2.97M

Sector Composition

1 Technology 23.94%
2 Financials 13.69%
3 Industrials 5.63%
4 Consumer Discretionary 5.28%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$274K 0.05%
+1,855
227
$273K 0.05%
+1,826
228
$273K 0.05%
+3,030
229
$271K 0.05%
+864
230
$270K 0.05%
2,375
-453
231
$268K 0.05%
+6,632
232
$266K 0.05%
+1,221
233
$266K 0.05%
+5,078
234
$265K 0.05%
+7,429
235
$264K 0.05%
+4,871
236
$264K 0.05%
+499
237
$263K 0.05%
+5,549
238
$262K 0.05%
+1,064
239
$262K 0.05%
+3,085
240
$262K 0.05%
+1,204
241
$261K 0.05%
4,631
+526
242
$261K 0.05%
+1,400
243
$259K 0.05%
22,603
+2,551
244
$258K 0.05%
+1,377
245
$257K 0.05%
458
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246
$256K 0.05%
905
-173
247
$255K 0.05%
+1,498
248
$255K 0.05%
1,527
-138
249
$253K 0.05%
+1,036
250
$252K 0.05%
+516
8 9
10
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