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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.77M

Sector Composition

1 Financials 9.65%
2 Industrials 7.36%
3 Consumer Staples 4.99%
4 Technology 4.55%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24K 0.02%
357
+157
227
$24K 0.02%
262
+1
228
$24K 0.02%
312
+3
229
$24K 0.02%
279
230
$24K 0.02%
588
231
$23K 0.02%
268
232
$23K 0.02%
130
233
$23K 0.02%
+850
234
$23K 0.02%
+333
235
$22K 0.01%
400
236
$22K 0.01%
+869
237
$22K 0.01%
200
-2,225
238
$22K 0.01%
1,450
239
$22K 0.01%
440
+2
240
$22K 0.01%
246
241
$21K 0.01%
300
242
$21K 0.01%
+260
243
$21K 0.01%
800
244
$20K 0.01%
150
245
$20K 0.01%
+2,000
246
$19K 0.01%
700
247
$19K 0.01%
200
248
$19K 0.01%
+366
249
$19K 0.01%
633
250
$18K 0.01%
335
8 9
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