KFO
Kopp Family Office Portfolio holdings
AUM
$155M
This Quarter Return
-9.48%
1 Year Return
+12.37%
3 Year Return
+32.09%
5 Year Return
+62.77%
10 Year Return
–
AUM
$158M
AUM Growth
+$158M
(-15%)
Cap. Flow
-$7.28M
Cap. Flow
% of AUM
-4.61%
Top 10 Holdings %
Top 10 Hldgs %
93.68%
Holding
22
New
–
Increased
1
Reduced
4
Closed
1
Top Buys
| 1 |
NeoGenomics
NEO
|
$510K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$4.66M |
| 2 |
Coherent
COHR
|
$2.57M |
| 3 |
Vericel Corp
VCEL
|
$536K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$13.1K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$9.8K |
Sector Composition
| 1 | Technology | 28.41% |
| 2 | Healthcare | 22.25% |
| 3 | Communication Services | 3.47% |
