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
$142M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$744K
2
+$581K
3
+$169K
4
MITK icon
Mitek Systems
MITK
+$129K
5
NEO icon
NeoGenomics
NEO
+$10.2K

Top Sells

1
+$63.2K
2
+$3.92K

Sector Composition

1 Healthcare 49.51%
2 Technology 23.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.4M 30.48%
544,043
-792
2
$23M 16.15%
390,722
+9,875
3
$15.9M 11.17%
174,478
+8,168
4
$15.4M 10.81%
621,243
+6,833
5
$15M 10.5%
304,745
-80
6
$13.9M 9.78%
552,973
+48
7
$13.2M 9.25%
1,615,513
+1,250
8
$2.32M 1.63%
251,055
+13,927
9
$106K 0.07%
2,228
10
$89K 0.06%
234
11
$43K 0.03%
862
12
$37K 0.03%
834
13
$28K 0.02%
610
14
$16K 0.01%
169