KFO
Kopp Family Office Portfolio holdings
AUM
$155M
This Quarter Return
-12.52%
1 Year Return
+12.37%
3 Year Return
+32.09%
5 Year Return
+62.77%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(-14%)
Cap. Flow
-$688K
Cap. Flow
% of AUM
-0.56%
Top 10 Holdings %
Top 10 Hldgs %
99.9%
Holding
14
New
–
Increased
3
Reduced
5
Closed
–
Top Buys
| 1 |
FIVE9
FIVN
|
$52.5K |
| 2 |
Jamf
JAMF
|
$48.8K |
| 3 |
Mitek Systems
MITK
|
$29.3K |
Top Sells
| 1 |
NeoGenomics
NEO
|
$658K |
| 2 |
HZNP
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
|
$92.8K |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$42.1K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$25.8K |
| 5 |
Vericel Corp
VCEL
|
$232 |
Sector Composition
| 1 | Healthcare | 48.56% |
| 2 | Technology | 23.83% |
