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
$225M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$12.6M
3
+$10.1M

Top Sells

1
+$42.2M
2
+$32M
3
+$229K

Sector Composition

1 Healthcare 83.76%
2 Technology 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$106M 47.22%
2,203,165
-875,650
2
$50.3M 22.36%
546,775
+109,800
3
$31.9M 14.17%
574,080
-576,655
4
$13.1M 5.83%
182,128
+180,950
5
$12.7M 5.63%
196,766
+196,450
6
$10.4M 4.62%
66,525
7
$116K 0.05%
292
8
$105K 0.05%
2,050
9
$43K 0.02%
783
10
$39K 0.02%
764
11
$38K 0.02%
735
12
$22K 0.01%
207
13
– –
-10,000