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
$185M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$4.61M
3
+$2.77M
4
NEO icon
NeoGenomics
NEO
+$92.9K

Top Sells

1
+$6.17M
2
+$135K

Sector Composition

1 Healthcare 95.61%
2 Technology 3.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$144M 78.03%
4,661,835
+3,000
2
$17.6M 9.5%
+316,325
3
$15M 8.08%
1,082,155
+333,900
4
$7.08M 3.83%
63,995
+25,000
5
$1.05M 0.57%
77,630
-10,000
6
– –
-120,257