KIA

Kopp Investment Advisors Portfolio holdings

AUM $54.4M
1-Year Est. Return 14.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.89M
3
+$1.74M
4
PODD icon
Insulet
PODD
+$1.36M
5
JWN
Nordstrom
JWN
+$965K

Top Sells

1
+$1.8M
2
+$1.64M
3
+$1.56M
4
AZO icon
AutoZone
AZO
+$1.11M
5
PEP icon
PepsiCo
PEP
+$1.01M

Sector Composition

1 Technology 36.39%
2 Healthcare 31.45%
3 Consumer Staples 3.68%
4 Financials 1.66%
5 Industrials 1.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,314
77
– –
-3,775
78
– –
-10,685
79
– –
-56,820
80
– –
-59,607
1 2 3
4