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
$157M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$142M
2 +$10.2M
3 +$1.87M
4
XENT
Intersect ENT, Inc
XENT
+$1.87M
5
VCEL icon
Vericel Corp
VCEL
+$1.74M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 97.62%
2 Technology 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$142M 90.06%
+4,844,625
2
$10.2M 6.46%
+123,661
3
$1.87M 1.19%
+28,550
4
$1.87M 1.19%
+75,000
5
$1.74M 1.1%
+99,800