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
251
$12K 0.01%
+204
252
$11K 0.01%
100
253
$11K 0.01%
318
254
$11K 0.01%
434
+4
255
$11K 0.01%
400
256
$10K 0.01%
356
+4
257
$10K 0.01%
355
258
$10K 0.01%
109
259
$10K 0.01%
211
-34
260
$10K 0.01%
278
+250
261
$10K 0.01%
300
262
$10K 0.01%
117
263
$10K 0.01%
1,138
+69
264
$9K 0.01%
100
265
$9K 0.01%
316
+2
266
$9K 0.01%
+250
267
$9K 0.01%
3,000
268
$9K 0.01%
234
269
$9K 0.01%
240
270
$8K 0.01%
146
271
$8K 0.01%
158
+2
272
$8K 0.01%
200
273
$8K 0.01%
+116
274
$8K 0.01%
200
275
$8K 0.01%
329
+192
9 10
11
12 13