KCP
Kera Capital Partners Portfolio holdings
AUM
$811M
1-Year Est. Return
36.71%
This Fund
S&P 500
1 Year Est. Return
+36.71%
AUM
$811M
AUM Growth
+$144M
(+22%)
Holding
596
Top Buys
| 1 | +$4.76M | |
| 2 | +$4.75M | |
| 3 | +$4.23M | |
| 4 |
Sprott Physical Gold
PHYS
|
+$4.03M |
| 5 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$3.88M |
Top Sells
| 1 | +$6.85M | |
| 2 | +$4.37M | |
| 3 | +$4.35M | |
| 4 |
Vanguard Small-Cap Growth ETF
VBK
|
+$3.96M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Eli Lilly
LLY
$960B
| $789K | 0.1% |
761
+199
|
|
||
127
Clean Harbors
CLH
$15.5B
| $781K | 0.1% |
+3,003
|
|
||
128
Citizens Financial Group
CFG
$25.6B
| $779K | 0.1% |
12,372
+4,544
|
|
||
129
Medtronic
MDT
$126B
| $768K | 0.09% |
7,457
+1,758
|
|
||
130
Five Below
FIVE
$12.3B
| $767K | 0.09% |
4,002
+821
|
|
||
131
Williams-Sonoma
WSM
$24.6B
| $766K | 0.09% |
3,744
+1,865
|
|
||
132
iShares Bitcoin Trust
IBIT
$52.6B
| $765K | 0.09% |
16,114
+2,524
|
|
||
133
Visa
V
$616B
| $758K | 0.09% |
2,356
+87
|
|
||
134
Capital One
COF
$121B
| $752K | 0.09% |
3,434
+647
|
|
||
135
EPR Properties
EPR
$4.52B
| $742K | 0.09% |
13,679
+6,561
|
|
||
136
Masco
MAS
$14.6B
| $741K | 0.09% |
11,217
+3,478
|
|
||
137
Evercore
EVR
$11.9B
| $740K | 0.09% |
2,095
+394
|
|
||
138
Carnival Corp
CCL
$40.3B
| $739K | 0.09% |
24,632
+11,222
|
|
||
|
GAP
139
The Gap Inc
GAP
$10.5B
| $730K | 0.09% |
26,092
+13,306
|
|
||
140
FedEx
FDX
$91.1B
| $717K | 0.09% |
2,226
+327
|
|
||
141
Omega Healthcare
OHI
$14.2B
| $715K | 0.09% |
16,305
+6,104
|
|
||
142
US Foods
USFD
$21.3B
| $713K | 0.09% |
8,526
+2,879
|
|
||
143
Donaldson
DCI
$10.7B
| $703K | 0.09% |
6,897
+1,754
|
|
||
144
Camden Property Trust
CPT
$11.2B
| $703K | 0.09% |
6,446
+3,988
|
|
||
145
Keysight
KEYS
$53.8B
| $702K | 0.09% |
3,246
+628
|
|
||
146
First Industrial Realty Trust
FR
$8.37B
| $699K | 0.09% |
12,047
+4,882
|
|
||
147
Vanguard Mid-Cap ETF
VO
$96.3B
| $699K | 0.09% |
2,360
|
|
||
148
Incyte
INCY
$20.2B
| $695K | 0.09% |
6,943
+322
|
|
||
149
EPAM Systems
EPAM
$7.69B
| $694K | 0.09% |
3,328
+1,616
|
|
||
150
Chevron
CVX
$375B
| $692K | 0.09% |
3,909
+885
|
|