KCP

Kera Capital Partners Portfolio holdings

AUM $667M
1-Year Est. Return 36.36%
This Quarter Est. Return
1 Year Est. Return
+36.36%
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
126
$219K 0.06%
+2,409
127
$218K 0.06%
+5,130
128
$218K 0.06%
+26,849
129
$218K 0.06%
+2,942
130
$217K 0.06%
+1,882
131
$216K 0.06%
+1,610
132
$215K 0.06%
+408
133
$214K 0.06%
+2,512
134
$214K 0.06%
+1,038
135
$213K 0.06%
+924
136
$213K 0.06%
+923
137
$213K 0.06%
+1,832
138
$212K 0.06%
+2,470
139
$212K 0.06%
+1,377
140
$210K 0.06%
+934
141
$209K 0.06%
+2,650
142
$208K 0.06%
+3,406
143
$206K 0.06%
+2,284
144
$206K 0.06%
+1,662
145
$205K 0.06%
+9,986
146
$205K 0.06%
+808
147
$205K 0.06%
+1,250
148
$205K 0.06%
+3,563
149
$204K 0.06%
+8,650
150
$202K 0.06%
+2,627
3 4 5
6
7