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
$221M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.6M
3
+$1.67M
4
OCLR
Oclaro Inc.
OCLR
+$1.41M
5
VTSS
VITESSE SEMICONDUCTOR CORPORATION COMMON STOCK
VTSS
+$975K

Top Sells

1
+$6.83M
2
+$5.94M
3
+$5.51M
4
SRGA
Surgalign Holdings, Inc. Common Stock
SRGA
+$4.22M
5
SPNC
Spectranetics Corp
SPNC
+$3.87M

Sector Composition

1 Technology 46.62%
2 Healthcare 22.58%
3 Consumer Staples 4.04%
4 Financials 1.92%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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86
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87
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89
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-7,292
90
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-11,555
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