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
RJF icon
476
Raymond James Financial
RJF
$30.2B
$241K 0.03%
+1,453
CDW icon
477
CDW
CDW
$16B
$240K 0.03%
+1,902
AMP icon
478
Ameriprise Financial
AMP
$42.9B
$240K 0.03%
+456
MAN icon
479
ManpowerGroup
MAN
$1.3B
$239K 0.03%
6,585
-88
NRG icon
480
NRG Energy
NRG
$37.7B
$239K 0.03%
+1,565
IREN icon
481
Iris Energy
IREN
$13.7B
$238K 0.03%
+4,426
VOYA icon
482
Voya Financial
VOYA
$6.4B
$236K 0.03%
3,072
+304
GWRE icon
483
Guidewire Software
GWRE
$12.4B
$235K 0.03%
1,673
+312
WTM icon
484
White Mountains Insurance
WTM
$5.51B
$233K 0.03%
+114
RF icon
485
Regions Financial
RF
$24.2B
$233K 0.03%
+8,160
UNH icon
486
UnitedHealth
UNH
$267B
$232K 0.03%
809
-304
VHT icon
487
Vanguard Health Care ETF
VHT
$17.6B
$232K 0.03%
808
MET icon
488
MetLife
MET
$48B
$232K 0.03%
+2,941
NXPI icon
489
NXP Semiconductors
NXPI
$56.8B
$231K 0.03%
+1,023
AMAT icon
490
Applied Materials
AMAT
$295B
$231K 0.03%
+717
PRU icon
491
Prudential Financial
PRU
$34.8B
$231K 0.03%
+2,076
HD icon
492
Home Depot
HD
$369B
$230K 0.03%
614
-317
MSGS icon
493
Madison Square Garden
MSGS
$7.98B
$230K 0.03%
+811
PYPL icon
494
PayPal
PYPL
$42B
$230K 0.03%
4,356
+635
TAP icon
495
Molson Coors Class B
TAP
$9.21B
$229K 0.03%
+4,766
PFG icon
496
Principal Financial Group
PFG
$20.7B
$229K 0.03%
+2,415
WDAY icon
497
Workday
WDAY
$35.2B
$228K 0.03%
1,300
+77
ROK icon
498
Rockwell Automation
ROK
$46.3B
$227K 0.03%
+539
MSCI icon
499
MSCI
MSCI
$42.2B
$226K 0.03%
371
-4
BX icon
500
Blackstone
BX
$90.3B
$225K 0.03%
1,577
-449