KCM

Karp Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 12.58%
This Fund
S&P 500
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
+$5.25M
2
+$4.72M
3
+$4.41M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.78M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.61M

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
251
$17K 0.01%
+459
252
$17K 0.01%
+1,100
253
$17K 0.01%
+433
254
$17K 0.01%
+615
255
$16K 0.01%
+1,000
256
$16K 0.01%
+150
257
$16K 0.01%
+600
258
$15K 0.01%
+156
259
$15K 0.01%
+256
260
$15K 0.01%
+146
261
$14K 0.01%
+1,034
262
$14K 0.01%
+400
263
$13K 0.01%
+240
264
$13K 0.01%
+426
265
$13K 0.01%
+316
266
$12K 0.01%
+154
267
$12K 0.01%
+347
268
$12K 0.01%
+900
269
$12K 0.01%
+146
270
$12K 0.01%
+500
271
$11K 0.01%
+525
272
$11K 0.01%
+211
273
$11K 0.01%
+100
274
$11K 0.01%
+187
275
$11K 0.01%
+50
9 10
11
12 13