KFO
Kopp Family Office Portfolio holdings
AUM
$155M
This Quarter Return
+12.16%
1 Year Return
+12.37%
3 Year Return
+32.09%
5 Year Return
+62.77%
10 Year Return
–
AUM
$225M
AUM Growth
+$225M
(-8.4%)
Cap. Flow
-$38.7M
Cap. Flow
% of AUM
-17.2%
Top 10 Holdings %
Top 10 Hldgs %
99.97%
Holding
13
New
–
Increased
3
Reduced
2
Closed
1
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$13M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.6M |
| 3 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$10.1M |
Top Sells
| 1 |
NeoGenomics
NEO
|
$42.2M |
| 2 |
Vericel Corp
VCEL
|
$32M |
| 3 |
XENT
Intersect ENT, Inc
XENT
|
$229K |
Sector Composition
| 1 | Healthcare | 83.76% |
| 2 | Technology | 4.62% |
