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
$123M
AUM Growth
-$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$52.5K
2
+$48.8K
3
+$29.3K

Top Sells

1
+$658K
2
+$92.8K
3
+$42.1K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$25.8K
5
VCEL icon
Vericel Corp
VCEL
+$232

Sector Composition

1 Healthcare 48.56%
2 Technology 23.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.6M 27.33%
542,543
-1,500
2
$20.5M 16.72%
389,922
-800
3
$13.8M 11.25%
623,443
+2,200
4
$13.3M 10.79%
1,539,113
-76,400
5
$13.1M 10.69%
175,178
+700
6
$13.1M 10.64%
304,145
-600
7
$12.8M 10.44%
552,963
-10
8
$2.33M 1.9%
254,255
+3,200
9
$103K 0.08%
2,228
10
$84K 0.07%
234
11
$42K 0.03%
862
12
$35K 0.03%
834
13
$27K 0.02%
610
14
$15K 0.01%
169