KCM
Karp Capital Management Portfolio holdings
AUM
$489M
1-Year Return
12.58%
This Quarter Return
+5.85%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$137M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
28.61%
Holding
366
New
364
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$5.47M |
| 2 |
iShares US Transportation ETF
IYT
|
$4.94M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$4.52M |
| 4 |
ProShares Ultra QQQ
QLD
|
$3.94M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$3.72M |
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% |
