KFO

Kopp Family Office Portfolio holdings

AUM $154M
1-Year Est. Return 13.86%
This Quarter Est. Return
1 Year Est. Return
+13.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$7.7M
2 +$3.76M
3 +$2.94M
4
XMTR icon
Xometry
XMTR
+$2.75M
5
VMEO icon
Vimeo
VMEO
+$2.71M

Sector Composition

1 Technology 26.3%
2 Healthcare 20.88%
3 Industrials 1.9%
4 Materials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$41.9K 0.03%
839
27
$39.5K 0.03%
911
28
$14.7K 0.01%
141
29
-33,955