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
251
$18K 0.01%
200
252
$18K 0.01%
600
253
$18K 0.01%
370
254
$18K 0.01%
700
255
$17K 0.01%
514
256
$16K 0.01%
600
257
$16K 0.01%
203
+1
258
$16K 0.01%
401
259
$16K 0.01%
1,044
+5
260
$16K 0.01%
300
261
$16K 0.01%
615
262
$16K 0.01%
600
263
$15K 0.01%
+300
264
$15K 0.01%
1,000
-1,000
265
$15K 0.01%
245
+34
266
$14K 0.01%
241
-236
267
$14K 0.01%
+262
268
$14K 0.01%
+134
269
$14K 0.01%
400
270
$14K 0.01%
1,069
271
$13K 0.01%
+247
272
$13K 0.01%
+320
273
$13K 0.01%
+318
274
$12K 0.01%
+3,000
275
$12K 0.01%
108
-2,099
9 10
11
12 13