KFO
Kopp Family Office Portfolio holdings
AUM
$154M
1-Year Est. Return
13.86%
1 Year Est. Return
+13.86%
AUM
$155M
AUM Growth
+$9.89M
(+6.8%)
Holding
28
Top Buys
| 1 | +$10.3M | |
| 2 | +$7.26M | |
| 3 | +$1.96M | |
| 4 |
Xometry
XMTR
|
+$934K |
| 5 |
Vimeo
VMEO
|
+$507K |
Top Sells
| 1 | +$7.7M | |
| 2 | +$3.91M | |
| 3 | +$1.44M | |
| 4 |
FIVE9
FIVN
|
+$884K |
| 5 |
Workiva
WK
|
+$717K |
Sector Composition
| 1 | Technology | 23.66% |
| 2 | Healthcare | 17.4% |
| 3 | Industrials | 3.01% |
| 4 | Materials | 2.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Core 5-10 Year USD Bond ETF
IMTB
$257M
| $39.7K | 0.03% |
911
|
|
||
27
iShares Core S&P Small-Cap ETF
IJR
$84.9B
| $15.4K | 0.01% |
141
|
|
||
28
iShares Russell 2000 Growth ETF
IWO
$13.4B
| – | – |
-30,115
|
|