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
301
$222K 0.04%
6,177
-1,197
302
$221K 0.04%
+5,057
303
$221K 0.04%
+2,518
304
$221K 0.04%
+576
305
$220K 0.04%
+1,392
306
$219K 0.04%
+1,926
307
$219K 0.04%
+2,266
308
$217K 0.04%
+2,529
309
$217K 0.04%
+2,373
310
$216K 0.04%
+1,921
311
$215K 0.04%
+1,696
312
$215K 0.04%
+894
313
$214K 0.04%
+21,134
314
$213K 0.04%
+5,908
315
$212K 0.04%
+3,790
316
$212K 0.04%
+6,318
317
$211K 0.04%
+2,426
318
$211K 0.04%
+1,709
319
$210K 0.04%
2,809
+314
320
$209K 0.04%
+9,737
321
$208K 0.04%
+2,872
322
$207K 0.04%
+1,662
323
$206K 0.04%
+859
324
$206K 0.04%
+1,887
325
$206K 0.04%
+3,752
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