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
$129M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$3.6M
2
+$2.08M
3
+$1.47M
4
MA icon
Mastercard
MA
+$1.09M
5
TEAM icon
Atlassian
TEAM
+$672K

Top Sells

1
+$3.12M
2
+$1.16M
3
+$1.1M
4
SFIX icon
Stitch Fix
SFIX
+$1.1M
5
PAYC icon
Paycom
PAYC
+$937K

Sector Composition

1 Technology 40.07%
2 Consumer Discretionary 16.66%
3 Industrials 11.08%
4 Healthcare 10.67%
5 Financials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$163K 0.13%
+6,174
52
$159K 0.12%
+628
53
$155K 0.12%
+9,315
54
$151K 0.12%
+5,181
55
$148K 0.11%
+4,748
56
$144K 0.11%
+2,264
57
$76K 0.06%
10,000
58
$32K 0.02%
715
59
– –
-1,182
60
– –
-3,000
61
– –
-580
62
– –
-3,625
63
– –
-9,242
64
– –
-10,500
1 2
3