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
$146M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$5.95M
2 +$799K
3 +$150K

Top Sells

1 +$5.13M
2 +$175K

Sector Composition

1 Healthcare 97.24%
2 Technology 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$129M 88.3%
4,658,835
-185,790
2
$6.86M 4.71%
748,255
+648,455
3
$6.17M 4.23%
120,257
-3,404
4
$2.98M 2.05%
38,995
+10,445
5
$1.04M 0.71%
87,630
+12,630