KCM

Karp Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
-12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.94M
3
+$4.52M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.94M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.19%
2 Consumer Staples 7.49%
3 Industrials 5.67%
4 Technology 5.31%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23K 0.02%
+268
227
$22K 0.02%
+150
228
$22K 0.02%
+230
229
$22K 0.02%
+400
230
$22K 0.02%
+1,450
231
$22K 0.02%
+200
232
$22K 0.02%
+800
233
$21K 0.02%
+300
234
$21K 0.02%
+1,135
235
$21K 0.02%
+300
236
$20K 0.01%
+401
237
$20K 0.01%
+400
238
$20K 0.01%
+300
239
$19K 0.01%
+202
240
$19K 0.01%
+700
241
$19K 0.01%
+514
242
$19K 0.01%
+300
243
$19K 0.01%
+150
244
$18K 0.01%
+200
245
$18K 0.01%
+370
246
$18K 0.01%
+875
247
$18K 0.01%
+272
248
$17K 0.01%
+459
249
$17K 0.01%
+1,100
250
$17K 0.01%
+433
8 9
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