KP

Kuvari Partners Portfolio holdings

AUM $52.2M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$18.6M
3
+$17.5M

Top Sells

1
+$21.7M
2
+$21.2M
3
+$19.1M
4
PRCH icon
Porch Group
PRCH
+$18.4M
5
NGA
Northern Genesis Acquisition Corp.
NGA
+$8.82M

Sector Composition

1 Communication Services 59.52%
2 Technology 40.48%
3 Financials 0%
4 Industrials 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$44.5M 42.74%
343,176
+143,166
2
$21.5M 20.64%
+80,345
3
$20.7M 19.84%
1,166,908
-1,038,092
4
$17.5M 16.78%
+53,623
5
– –
-290,073
6
– –
-286,881
7
– –
-340,109
8
– –
-496,106