KFO

Kopp Family Office Portfolio holdings

AUM $157M
1-Year Est. Return 9.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$9.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.26M
3 +$1.96M
4
XMTR icon
Xometry
XMTR
+$934K
5
VMEO
Vimeo
VMEO
+$507K

Top Sells

1 +$7.7M
2 +$3.91M
3 +$1.44M
4
FIVN icon
FIVE9
FIVN
+$884K
5
WK icon
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
$39.7K 0.03%
911
27
$15.4K 0.01%
141
28
-30,115