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
$218M
AUM Growth
-$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$5.46M
3
+$2.48M
4
PODD icon
Insulet
PODD
+$2.25M
5
STAA icon
STAAR Surgical
STAA
+$1.82M

Top Sells

1
+$3.18M
2
+$2.92M
3
+$2.92M
4
OMCL icon
Omnicell
OMCL
+$2.73M
5
AKRX
Akorn Inc
AKRX
+$2.29M

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 Change
in Stake 		Capital Flow
76
– –
-44,454
77
– –
-41,920
1 2 3
4