KFO

Kopp Family Office Portfolio holdings

AUM $145M
1-Year Est. Return 15.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
-$910K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$758K
2 +$720K
3 +$516K

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
$16.8K 0.01%
141
27
-640,444