KFO
Kopp Family Office Portfolio holdings
AUM
$154M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$154M
AUM Growth
-$910K
(-0.59%)
Holding
27
Top Sells
| 1 | +$3.73M | |
| 2 | +$2.71M | |
| 3 | +$2.59M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$691K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$672K |
Sector Composition
| 1 | Technology | 19.64% |
| 2 | Healthcare | 15.23% |
| 3 | Industrials | 4.79% |
| 4 | Materials | 3.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core S&P Small-Cap ETF
IJR
$90.4B
| $16.8K | 0.01% |
141
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VMEO
27
DELISTED
Vimeo
VMEO
| – | – |
-640,444
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