KFO
Kopp Family Office Portfolio holdings
AUM
$145M
1-Year Est. Return
15.63%
This Fund
S&P 500
1 Year Est. Return
+15.63%
AUM
$157M
AUM Growth
+$3.03M
(+2%)
Holding
26
Top Buys
| 1 | +$6.17M | |
| 2 | +$5.8M | |
| 3 | +$5.32M | |
| 4 |
Microsoft
MSFT
|
+$875K |
Top Sells
| 1 | +$7.23M | |
| 2 | +$3.58M | |
| 3 | +$3.01M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.47M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$986K |
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
FIVE9
FIVN
$1.7B
| – | – |
-298,870
|
|