KIA

Kopp Investment Advisors Portfolio holdings

AUM $54.4M
This Quarter Return
+7.9%
1 Year Return
+14.33%
3 Year Return
+109.21%
5 Year Return
+340.79%
10 Year Return
AUM
$225M
AUM Growth
+$225M
Cap. Flow
-$2.68M
Cap. Flow %
-1.19%
Top 10 Hldgs %
61.28%
Holding
76
New
4
Increased
41
Reduced
10
Closed
9

Sector Composition

1 Technology 42.19%
2 Healthcare 36.92%
3 Consumer Staples 2.87%
4 Financials 1.71%
5 Consumer Discretionary 1.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KFX
76
DELISTED
KOFAX LIMITED COM STK
KFX
-291,013
Closed -$3.19M