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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K 0.01%
494
+407
227
$21K 0.01%
+477
228
$21K 0.01%
279
229
$21K 0.01%
588
230
$19K 0.01%
300
231
$18K 0.01%
535
-450
232
$18K 0.01%
401
233
$18K 0.01%
869
234
$18K 0.01%
366
235
$18K 0.01%
700
236
$17K 0.01%
+535
237
$16K 0.01%
600
238
$16K 0.01%
+500
239
$16K 0.01%
320
+120
240
$16K 0.01%
615
241
$16K 0.01%
335
242
$16K 0.01%
370
243
$16K 0.01%
300
244
$15K 0.01%
200
245
$15K 0.01%
+350
246
$15K 0.01%
600
247
$14K 0.01%
262
248
$14K 0.01%
1,050
+6
249
$12K 0.01%
134
250
$12K 0.01%
108
8 9
10
11 12