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
$255M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$81.2M
2
+$59.1M
3
+$27.1M
4
Z icon
Zillow
Z
+$25.6M
5
TIOAU
Tio Tech A Units
TIOAU
+$15.3M

Top Sells

1
+$21.5M
2
+$20.4M
3
+$17.5M

Sector Composition

1 Financials 31.8%
2 Communication Services 26.46%
3 Technology 25.16%
4 Industrials 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.2M 31.8%
+649,829
2
$67.5M 26.46%
552,685
+209,509
3
$59.1M 23.15%
+242,408
4
$27.1M 10.6%
+537,513
5
$15.3M 5.98%
+1,525,626
6
$2.98M 1.17%
+561,119
7
$2.14M 0.84%
110,752
-1,056,156
8
– –
-80,345
9
– –
-53,623