KAM

Karani Asset Management Portfolio holdings

AUM $114M
1-Year Est. Return 30.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$1.92M
3
+$1.58M
4
RLI icon
RLI Corp
RLI
+$1.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.06M

Top Sells

1
+$3.29M
2
+$2.42M
3
+$1.88M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$943K
5
KKR icon
KKR & Co
KKR
+$790K

Sector Composition

1 Technology 44.01%
2 Financials 22.12%
3 Industrials 12.35%
4 Communication Services 8.23%
5 Consumer Discretionary 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$832K 0.71%
+872
27
$696K 0.59%
5,198
-5,416
28
$667K 0.57%
721
+351
29
$653K 0.56%
5,450
+2,930
30
$646K 0.55%
1,295
+110
31
$639K 0.55%
427
+41
32
$636K 0.54%
2,685
+201
33
$636K 0.54%
2,016
34
$589K 0.5%
+1,318
35
$265K 0.23%
+1,398
36
$84.4K 0.07%
200
37
– –
-6,826
38
– –
-1,941
39
– –
-3,856
40
– –
-311
41
– –
-5
42
– –
0
43
– –
-8,506
1
2