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KCP
Kera Capital Partners Portfolio holdings
AUM
$815M
1-Year Est. Return
46.39%
This Fund
S&P 500
This Quarter
Est. Return
+1.64%
1 Year Est. Return
+46.39%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$815M
AUM Growth
+$3.98M
(+0.49%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
5.2%
Top 10 Holdings %
Top 10 Hldgs %
33.15%
Holding
617
New
64
Increased
308
Reduced
180
Closed
47
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$18.6M |
| 2 |
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
|
+$16.6M |
| 3 |
Credo Technology Group
CRDO
|
+$8.56M |
| 4 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$7.03M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$3.29M |
Top Sells
| 1 |
Intel
INTC
|
+$7.53M |
| 2 |
Coinbase
COIN
|
+$7.53M |
| 3 |
Goldman Sachs ActiveBeta International Equity ETF
GSIE
|
+$4.6M |
| 4 |
Guggenheim Strategic Opportunities Fund
GOF
|
+$3.92M |
| 5 |
iShares Latin America 40 ETF
ILF
|
+$3.3M |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Financials | 9.84% |
| 3 | Industrials | 7.9% |
| 4 | Consumer Discretionary | 6.69% |
| 5 | Healthcare | 5.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
PepsiCo
PEP
$190B
| $2.94M | 0.36% |
18,902
+325
| +2% | +$50.6K |
|
52
Alibaba
BABA
$282B
| $2.46M | 0.3% |
19,626
-6,349
| -24% | -$954K |
|
53
Merck
MRK
$315B
| $2.29M | 0.28% |
19,037
-221
| -1% | -$25.5K |
|
54
Booking.com
BKNG
$143B
| $2.15M | 0.26% |
12,775
-50
| -0.4% | -$9.2K |
|
55
McDonald's
MCD
$194B
| $2.09M | 0.26% |
6,732
+861
| +15% | +$274K |
|
56
Meta Platforms (Facebook)
META
$1.69T
| $2.06M | 0.25% |
3,607
-67
| -2% | -$42.9K |
|
57
iShares Core MSCI International Developed Markets ETF
IDEV
$30.9B
| $1.95M | 0.24% |
23,318
+538
| +2% | +$46.3K |
|
58
Schwab US Broad Market ETF
SCHB
$43.4B
| $1.95M | 0.24% |
77,572
+1,039
| +1% | +$27.3K |
|
59
Lam Research
LRCX
$401B
| $1.94M | 0.24% |
9,090
-5,147
| -36% | -$1.15M |
|
60
United States Antimony
UAMY
$790M
| $1.88M | 0.23% |
215,008
+61,493
| +40% | +$536K |
|
61
Cisco
CSCO
$432B
| $1.86M | 0.23% |
24,013
-1,073
| -4% | -$84K |
|
62
AbbVie
ABBV
$449B
| $1.86M | 0.23% |
8,550
-161
| -2% | -$35.7K |
|
63
SPDR Gold MiniShares Trust
GLDM
$26.9B
| $1.83M | 0.22% |
19,768
+5,946
| +43% | +$573K |
|
64
iShares Copper and Metals Mining ETF
ICOP
$412M
| $1.8M | 0.22% |
37,840
+13,392
| +55% | +$676K |
|
65
iShares Silver Trust
SLV
$26.9B
| $1.66M | 0.2% |
24,392
+9,118
| +60% | +$693K |
|
66
Walmart Inc
WMT
$915B
| $1.55M | 0.19% |
12,479
+588
| +5% | +$72.2K |
|
67
Vanguard Total Stock Market ETF
VTI
$664B
| $1.48M | 0.18% |
4,604
+199
| +5% | +$66.8K |
|
68
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.47M | 0.18% |
3,074
+339
| +12% | +$166K |
|
69
Colgate-Palmolive
CL
$75.3B
| $1.47M | 0.18% |
17,234
-399
| -2% | -$35.6K |
|
70
Altria Group
MO
$122B
| $1.42M | 0.17% |
21,454
-1,026
| -5% | -$66K |
|
71
iShares Russell 1000 Growth ETF
IWF
$125B
| $1.37M | 0.17% |
12,868
+120
| +0.9% | +$13.6K |
|
72
Tesla
TSLA
$1.47T
| $1.3M | 0.16% |
3,507
+342
| +11% | +$141K |
|
73
Airbnb
ABNB
$87.7B
| $1.29M | 0.16% |
10,178
+1,667
| +20% | +$217K |
|
74
Verizon
VZ
$183B
| $1.26M | 0.16% |
25,183
+1,843
| +8% | +$85.4K |
|
75
Goldman Sachs
GS
$323B
| $1.24M | 0.15% |
1,461
+42
| +3% | +$37.5K |
|
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