KIA

Kopp Investment Advisors Portfolio holdings

AUM $54.4M
1-Year Est. Return 14.33%
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.7M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.31M
3
+$1.26M
4
AAPL icon
Apple
AAPL
+$422K
5
EW icon
Edwards Lifesciences
EW
+$208K

Top Sells

1
+$2.05M
2
+$1.72M
3
+$1.59M
4
ARRY
Array Biopharma Inc
ARRY
+$961K
5
OCLR
Oclaro Inc.
OCLR
+$869K

Sector Composition

1 Healthcare 37.17%
2 Technology 35.65%
3 Industrials 3.33%
4 Financials 3.07%
5 Energy 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 1.39%
+28,851
27
$1.26M 1.33%
+32,851
28
$1.16M 1.23%
45,989
-850
29
$1.08M 1.14%
21,620
-1,290
30
$1.02M 1.07%
4,550
31
$985K 1.04%
11,914
-405
32
$964K 1.02%
6,454
-386
33
$919K 0.97%
11,098
-286
34
$880K 0.93%
16,270
-1,090
35
$842K 0.89%
6,158
-352
36
$840K 0.89%
9,735
+62
37
$830K 0.88%
8,213
-522
38
$830K 0.88%
33,136
-635
39
$760K 0.8%
6,599
-490
40
$744K 0.79%
9,891
-560
41
$741K 0.78%
21,294
-1,474
42
$727K 0.77%
8,644
-358
43
$725K 0.77%
13,577
-869
44
$701K 0.74%
20,150
-1,115
45
$682K 0.72%
9,208
-548
46
$679K 0.72%
8,870
-665
47
$641K 0.68%
22,140
+14,580
48
$641K 0.68%
8,523
-915
49
$633K 0.67%
12,592
-722
50
$616K 0.65%
6,820
-454
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