KFO
Kopp Family Office Portfolio holdings
AUM
$157M
1-Year Est. Return
9.25%
This Fund
S&P 500
1 Year Est. Return
+9.25%
AUM
$157M
AUM Growth
+$3.03M
(+2%)
Holding
26
Top Buys
| 1 | +$6.22M | |
| 2 | +$5.77M | |
| 3 | +$5.37M | |
| 4 |
Microsoft
MSFT
|
+$844K |
Top Sells
| 1 | +$7.23M | |
| 2 | +$3.58M | |
| 3 | +$3.01M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.5M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$976K |
Sector Composition
| 1 | Healthcare | 13.93% |
| 2 | Technology | 13.01% |
| 3 | Industrials | 4.52% |
| 4 | Materials | 2.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core MSCI EAFE ETF
IEFA
$173B
| – | – |
-1,400
|
|