KIA

Kopp Investment Advisors Portfolio holdings

AUM $54.4M
This Quarter Return
-1.92%
1 Year Return
+14.33%
3 Year Return
+109.21%
5 Year Return
+340.79%
10 Year Return
AUM
$218M
AUM Growth
+$218M
Cap. Flow
-$2.43M
Cap. Flow %
-1.12%
Top 10 Hldgs %
57.55%
Holding
77
New
10
Increased
16
Reduced
40
Closed
7

Sector Composition

1 Technology 38.15%
2 Healthcare 28.23%
3 Consumer Staples 5.31%
4 Financials 1.88%
5 Consumer Discretionary 1.53%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
THOR
76
DELISTED
THORATEC CORPORATION
THOR
-44,454
Closed -$1.59M
OPLK
77
DELISTED
OPLINK COMMUNICATIONS INC
OPLK
-41,920
Closed -$753K