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
276
$236K 0.05%
+2,947
277
$236K 0.05%
+440
278
$236K 0.05%
+3,756
279
$236K 0.05%
+583
280
$234K 0.05%
+320
281
$234K 0.05%
+1,264
282
$233K 0.05%
+5,217
283
$233K 0.05%
+1,735
284
$233K 0.05%
3,248
-145
285
$233K 0.05%
+7,834
286
$232K 0.05%
+1,380
287
$232K 0.05%
+1,708
288
$231K 0.05%
+2,574
289
$231K 0.05%
+2,701
290
$230K 0.05%
772
-176
291
$229K 0.05%
+730
292
$227K 0.04%
728
+228
293
$224K 0.04%
+692
294
$224K 0.04%
+784
295
$224K 0.04%
+722
296
$223K 0.04%
+13,940
297
$223K 0.04%
+2,441
298
$222K 0.04%
+1,788
299
$222K 0.04%
+4,290
300
$222K 0.04%
+2,080
10 11
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