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
$811M
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
596
New
Increased
Reduced
Closed

Top Buys

1 +$4.76M
2 +$4.75M
3 +$4.23M
4
PHYS icon
Sprott Physical Gold
PHYS
+$4.03M
5
GCOW icon
Pacer Global Cash Cows Dividend ETF
GCOW
+$3.88M

Top Sells

1 +$6.85M
2 +$4.37M
3 +$4.35M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.96M
5
D icon
Dominion Energy
D
+$3.57M

Sector Composition

1 Technology 22.24%
2 Financials 12.33%
3 Industrials 7.58%
4 Consumer Discretionary 7.26%
5 Healthcare 4.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRH icon
426
CRH
CRH
$75.5B
$281K 0.03%
2,292
+245
DVN icon
427
Devon Energy
DVN
$28.1B
$280K 0.03%
6,976
-2,694
EXAS icon
428
Exact Sciences
EXAS
$19.7B
$279K 0.03%
+2,722
WEX icon
429
WEX
WEX
$5.37B
$275K 0.03%
+1,789
EXPD icon
430
Expeditors International
EXPD
$19.3B
$274K 0.03%
+1,709
AVTR icon
431
Avantor
AVTR
$5.75B
$273K 0.03%
24,992
+1,971
NTAP icon
432
NetApp
NTAP
$19.2B
$271K 0.03%
2,813
+255
MANH icon
433
Manhattan Associates
MANH
$8.54B
$270K 0.03%
1,791
-580
ALMS
434
Alumis Inc
ALMS
$3.54B
$270K 0.03%
11,003
+26
MHK icon
435
Mohawk Industries
MHK
$6.85B
$269K 0.03%
2,276
-1,789
UBER icon
436
Uber
UBER
$154B
$269K 0.03%
3,364
-480
CMS icon
437
CMS Energy
CMS
$23.6B
$267K 0.03%
+3,728
FAST icon
438
Fastenal
FAST
$52.5B
$266K 0.03%
+6,139
CAG icon
439
Conagra Brands
CAG
$9B
$266K 0.03%
14,370
-547
ATO icon
440
Atmos Energy
ATO
$30.6B
$266K 0.03%
+1,598
GTM
441
ZoomInfo Technologies
GTM
$1.84B
$265K 0.03%
32,894
+677
VICI icon
442
VICI Properties
VICI
$31.9B
$265K 0.03%
9,424
+2,828
AFL icon
443
Aflac
AFL
$57.7B
$264K 0.03%
+2,383
IJR icon
444
iShares Core S&P Small-Cap ETF
IJR
$94.2B
$264K 0.03%
2,078
+188
VTEB icon
445
Vanguard Tax-Exempt Bond Index Fund
VTEB
$43.5B
$263K 0.03%
+5,198
THG icon
446
Hanover Insurance
THG
$6.23B
$263K 0.03%
+1,509
YUM icon
447
Yum! Brands
YUM
$44.2B
$263K 0.03%
+1,688
NYT icon
448
New York Times
NYT
$13B
$262K 0.03%
+3,580
IBP icon
449
Installed Building Products
IBP
$8.71B
$262K 0.03%
909
-100
EVRG icon
450
Evergy
EVRG
$19.2B
$261K 0.03%
+3,396