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
$242M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.85M
3
+$5.02M
4
FIVN icon
FIVE9
FIVN
+$4.59M

Top Sells

1
+$8.12M
2
+$1.82M

Sector Composition

1 Healthcare 70.74%
2 Technology 11.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$91.4M 37.83%
2,023,355
-179,810
2
$51.2M 21.19%
546,775
3
$28.3M 11.72%
539,475
-34,605
4
$25.5M 10.54%
340,128
+158,000
5
$18.2M 7.54%
271,766
+75,000
6
$16.8M 6.95%
91,527
+25,002
7
$9.85M 4.08%
+293,460
8
$126K 0.05%
292
9
$105K 0.04%
2,050
10
$43K 0.02%
783
11
$40K 0.02%
735
12
$39K 0.02%
764
13
$23K 0.01%
207