KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 26.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
+$4.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$467K
3
+$377K
4
DE icon
Deere & Co
DE
+$370K
5
AAPL icon
Apple
AAPL
+$361K

Top Sells

1
+$1.54M
2
+$1.12M
3
+$1.09M
4
HUBS icon
HubSpot
HUBS
+$1.03M
5
MDB icon
MongoDB
MDB
+$579K

Sector Composition

1 Technology 50.54%
2 Financials 14.42%
3 Healthcare 12.51%
4 Consumer Discretionary 7.53%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.83%
6,901
+1,286
27
$463K 0.47%
3,616
+1
28
$417K 0.42%
2,485
-2,594
29
$412K 0.42%
+3,621
30
$207K 0.21%
4,486
-4,313
31
$207K 0.21%
503
-1,986
32
$1.51K ﹤0.01%
2,748
-40,610
33
– –
-1,869
34
– –
-349
35
– –
-13,779
36
– –
-5,291
37
– –
-3,421
38
– –
-904
1
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