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
$186M
AUM Growth
+$656K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$3.69M
2
+$3.27M
3
+$1.97M
4
INSP icon
Inspire Medical Systems
INSP
+$1.26M

Top Sells

1
+$4.59M
2
+$4.17M
3
+$3.52M
4
VCEL icon
Vericel Corp
VCEL
+$3.38M
5
COHR icon
Coherent
COHR
+$2.8M

Sector Composition

1 Technology 27.53%
2 Healthcare 24.16%
3 Communication Services 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.9M 18.76%
143,975
-14,490
2
$29.6M 15.92%
641,845
-12,900
3
$20.6M 11.06%
249,722
-14,468
4
$17.9M 9.59%
475,415
-89,903
5
$17M 9.12%
417,515
-8,530
6
$16.2M 8.67%
1,005,139
-285,880
7
$9.31M 5%
477,026
-213,747
8
$8.34M 4.48%
49,670
-2,716
9
$7.93M 4.26%
224,335
+104,369
10
$7.76M 4.17%
76,386
+32,179
11
$5.88M 3.16%
18,112
+3,877
12
$5.1M 2.74%
214,290
+83,002
13
$2.69M 1.44%
248,005
-14,800
14
$2.57M 1.38%
50,338
-54,931
15
$99K 0.05%
223
16
$97K 0.05%
2,070
17
$95K 0.05%
1,400
-1,147
18
$57K 0.03%
1,150
-305
19
$40K 0.02%
806
20
$36K 0.02%
834
21
$30K 0.02%
565
22
$16K 0.01%
164