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
101
$247K 0.07%
+2,289
102
$247K 0.07%
+728
103
$246K 0.07%
+1,332
104
$246K 0.07%
+2,361
105
$245K 0.07%
+200
106
$242K 0.07%
+3,198
107
$239K 0.07%
+1,635
108
$238K 0.07%
+1,484
109
$236K 0.07%
+1,205
110
$236K 0.07%
+3,352
111
$236K 0.07%
+650
112
$236K 0.07%
+1,405
113
$233K 0.07%
+3,471
114
$232K 0.07%
+3,294
115
$231K 0.07%
+2,046
116
$231K 0.07%
+299
117
$228K 0.07%
+1,964
118
$228K 0.07%
+8,311
119
$228K 0.07%
+4,186
120
$227K 0.07%
+3,034
121
$226K 0.07%
+2,478
122
$226K 0.07%
+1,134
123
$224K 0.06%
+4,228
124
$224K 0.06%
+2,013
125
$220K 0.06%
+3,029
3 4
5
6 7