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
$336M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$5.97M
3
+$5.87M
4
NU icon
Nu Holdings
NU
+$5.87M
5
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$5.84M

Top Sells

1
+$8.65M
2
+$8.59M
3
+$8.28M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$6.53M
5
IBM icon
IBM
IBM
+$6.19M

Sector Composition

1 Technology 23.53%
2 Financials 11.69%
3 Industrials 4.84%
4 Consumer Discretionary 3.86%
5 Communication Services 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
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