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
$246M
AUM Growth
+$61.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$696K

Top Sells

1
+$8.3M
2
+$1.55M

Sector Composition

1 Healthcare 95%
2 Technology 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$166M 67.51%
3,078,815
-154,200
2
$35.5M 14.47%
1,150,735
3
$32M 13.02%
436,975
+9,510
4
$11.6M 4.72%
66,525
5
$229K 0.09%
10,000
-67,630
6
$110K 0.04%
292
7
$106K 0.04%
2,050
8
$81K 0.03%
1,178
9
$44K 0.02%
783
10
$40K 0.02%
764
11
$34K 0.01%
735
12
$20K 0.01%
316
13
$19K 0.01%
207