KK
Karl Kapital Portfolio holdings
AUM
$144M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$144M
AUM Growth
+$31.6M
(+28%)
Holding
29
Top Buys
| 1 | +$8.1M | |
| 2 | +$7.45M | |
| 3 | +$7.42M | |
| 4 |
Rocket Companies
RKT
|
+$6.27M |
| 5 |
LPL Financial
LPLA
|
+$6.04M |
Top Sells
| 1 | +$7.01M | |
| 2 | +$6.09M | |
| 3 | +$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 | |
|---|---|---|---|---|---|---|
26
Walker & Dunlop
WD
$1.74B
| – | – |
-116,617
|
|
||
|
WLTH
27
Wealthfront Corp
WLTH
$1.79B
| – | – |
-382,414
|
|
||
|
28
Affiliated Managers Group
AMG
$8.13B
| – | – |
-14,898
|
|
||
29
Equifax
EFX
$19.5B
| – | – |
-16,042
|
|