KCP

Kera Capital Partners Portfolio holdings

AUM $508M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$48.9M
2
+$30.7M
3
+$21.9M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$11.6M
5
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$11.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 27.23%
2 Financials 9.41%
3 Industrials 5.31%
4 Consumer Discretionary 4.07%
5 Communication Services 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$340K 0.1%
+594
77
$336K 0.1%
+8,145
78
$317K 0.09%
+4,504
79
$311K 0.09%
+3,811
80
$302K 0.09%
+2,299
81
$295K 0.09%
+935
82
$289K 0.08%
+572
83
$288K 0.08%
+2,336
84
$287K 0.08%
+839
85
$287K 0.08%
+3,191
86
$277K 0.08%
+2,093
87
$272K 0.08%
+1,083
88
$268K 0.08%
+6,245
89
$266K 0.08%
+1,430
90
$265K 0.08%
+3,646
91
$263K 0.08%
+1,385
92
$261K 0.08%
+6,463
93
$259K 0.07%
+3,058
94
$258K 0.07%
+904
95
$258K 0.07%
+1,148
96
$256K 0.07%
+854
97
$253K 0.07%
+1,855
98
$252K 0.07%
+2,329
99
$249K 0.07%
+3,912
100
$248K 0.07%
+11,685
2 3
4
5 6