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
251
$252K 0.05%
+3,754
252
$249K 0.05%
2,210
-107
253
$248K 0.05%
1,214
+9
254
$248K 0.05%
4,430
-1,108
255
$247K 0.05%
+7,765
256
$247K 0.05%
+1,506
257
$246K 0.05%
+3,334
258
$246K 0.05%
+6,390
259
$245K 0.05%
+2,787
260
$245K 0.05%
+3,329
261
$245K 0.05%
+6,680
262
$244K 0.05%
324
-23
263
$244K 0.05%
+7,078
264
$244K 0.05%
+5,937
265
$242K 0.05%
311
+11
266
$242K 0.05%
+3,670
267
$241K 0.05%
+3,026
268
$241K 0.05%
1,680
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269
$240K 0.05%
+2,313
270
$240K 0.05%
+17,189
271
$239K 0.05%
+311
272
$238K 0.05%
+1,728
273
$237K 0.05%
13,319
+2,453
274
$237K 0.05%
5,574
-728
275
$236K 0.05%
1,304
-135
9 10
11
12 13