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KK
Karl Kapital Portfolio holdings
AUM
$144M
This Fund
S&P 500
This Quarter
Est. Return
-9.06%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$144M
AUM Growth
+$31.6M
(+28%)
Cap. Flow
+$46.5M
Cap. Flow
% of AUM
32.22%
Top 10 Holdings %
Top 10 Hldgs %
61.71%
Holding
29
New
11
Increased
8
Reduced
3
Closed
7
Top Buys
| 1 |
Affirm
AFRM
|
+$8.1M |
| 2 |
Futu Holdings
FUTU
|
+$7.45M |
| 3 |
UWM Holdings
UWMC
|
+$7.42M |
| 4 |
Rocket Companies
RKT
|
+$6.27M |
| 5 |
LPL Financial
LPLA
|
+$6.04M |
Top Sells
| 1 |
Walker & Dunlop
WD
|
+$7.01M |
| 2 |
TWO
Two Harbors Investment
TWO
|
+$6.09M |
| 3 |
Invitation Homes
INVH
|
+$5.32M |
| 4 |
WLTH
Wealthfront Corp
WLTH
|
+$5.2M |
| 5 |
Affiliated Managers Group
AMG
|
+$4.29M |
Sector Composition
| 1 | Financials | 89.54% |
| 2 | Technology | 8.1% |
| 3 | Real Estate | 2.36% |
| 4 | Industrials | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SF
26
Stifel
SF
$11.5B
| – | – |
-39,794
| Closed | -$3.32M |
|
|
TWO
27
Two Harbors Investment
TWO
$1.27B
| – | – |
-579,667
| Closed | -$6.09M |
|
|
28
Walker & Dunlop
WD
$1.68B
| – | – |
-116,617
| Closed | -$7.01M |
|
|
WLTH
29
Wealthfront Corp
WLTH
$1.36B
| – | – |
-382,414
| Closed | -$5.2M |
|
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