KCP

Kera Capital Partners Portfolio holdings

AUM $811M
1-Year Est. Return 36.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$508M
AUM Growth
+$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$6.29M
3
+$5.35M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$5.1M
5
AMLP icon
Alerian MLP ETF
AMLP
+$4.31M

Top Sells

1
+$5.01M
2
+$4.64M
3
+$3.4M
4
DELL icon
Dell
DELL
+$3.19M
5
MSFT icon
Microsoft
MSFT
+$2.97M

Sector Composition

1 Technology 23.94%
2 Financials 13.69%
3 Industrials 5.63%
4 Consumer Discretionary 5.28%
5 Healthcare 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.08%
+2,908
127
$387K 0.08%
+4,053
128
$386K 0.08%
+5,459
129
$384K 0.08%
+2,930
130
$384K 0.08%
+1,945
131
$384K 0.08%
6,848
+1,387
132
$383K 0.08%
+5,744
133
$383K 0.08%
+13,618
134
$379K 0.07%
4,542
+38
135
$379K 0.07%
12,015
+3,916
136
$378K 0.07%
+17,319
137
$375K 0.07%
+1,787
138
$374K 0.07%
3,583
+436
139
$373K 0.07%
8,145
140
$371K 0.07%
+5,384
141
$370K 0.07%
+6,345
142
$368K 0.07%
+1,813
143
$363K 0.07%
+7,371
144
$360K 0.07%
+2,730
145
$359K 0.07%
+6,965
146
$359K 0.07%
+31,018
147
$359K 0.07%
3,671
+992
148
$357K 0.07%
12,485
+2,823
149
$354K 0.07%
+3,298
150
$354K 0.07%
+2,914
4 5
6
7 8