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
SLVP icon
526
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$1.22B
$207K 0.03%
+5,355
OMF icon
527
OneMain Financial
OMF
$6.31B
$206K 0.03%
+3,147
EFX icon
528
Equifax
EFX
$24.3B
$206K 0.03%
+1,022
TTWO icon
529
Take-Two Interactive
TTWO
$39.4B
$206K 0.03%
+933
WM icon
530
Waste Management
WM
$97.1B
$204K 0.03%
+918
BSV icon
531
Vanguard Short-Term Bond ETF
BSV
$43.3B
$203K 0.03%
+2,578
LEG icon
532
Leggett & Platt
LEG
$1.51B
$203K 0.03%
+17,382
GMED icon
533
Globus Medical
GMED
$12B
$202K 0.03%
+2,231
ALL icon
534
Allstate
ALL
$55B
$202K 0.02%
+1,016
EL icon
535
Estee Lauder
EL
$34.4B
$202K 0.02%
+1,750
TRV icon
536
Travelers Companies
TRV
$66.3B
$200K 0.02%
704
-488
L icon
537
Loews
L
$22.6B
$200K 0.02%
+1,895
CIFR icon
538
Cipher Digital Inc. Common Stock
CIFR
$5.9B
$196K 0.02%
+12,289
PK icon
539
Park Hotels & Resorts
PK
$2.16B
$187K 0.02%
17,105
+2,522
XRAY icon
540
Dentsply Sirona
XRAY
$2.66B
$171K 0.02%
13,699
+603
F icon
541
Ford
F
$51B
$147K 0.02%
10,619
+175
EHTH icon
542
eHealth
EHTH
$44.6M
$97.6K 0.01%
34,493
+34
WEN icon
543
Wendy's
WEN
$1.4B
$92.3K 0.01%
+11,855
ELDN icon
544
Eledon Pharmaceuticals
ELDN
$200M
$87.5K 0.01%
39,770
+14,000
IMMX icon
545
Immix Biopharma
IMMX
$433M
$75.8K 0.01%
+13,000
OPEN icon
546
Opendoor
OPEN
$4.54B
$63.6K 0.01%
12,345
-931
INDI icon
547
indie Semiconductor
INDI
$638M
$61.5K 0.01%
15,000
UWMC icon
548
UWM Holdings
UWMC
$1.2B
$53K 0.01%
+10,785
ASST icon
549
Strive Inc
ASST
$523M
$40.2K 0.01%
+2,448
EDIT icon
550
Editas Medicine
EDIT
$197M
$20.1K ﹤0.01%
10,092