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
276
$7K ﹤0.01%
120
277
$7K ﹤0.01%
231
278
$7K ﹤0.01%
62
279
$7K ﹤0.01%
100
280
$7K ﹤0.01%
280
281
$7K ﹤0.01%
+669
282
$7K ﹤0.01%
97
283
$6K ﹤0.01%
150
284
$6K ﹤0.01%
100
285
$6K ﹤0.01%
+143
286
$5K ﹤0.01%
54
287
$5K ﹤0.01%
250
288
$5K ﹤0.01%
164
+2
289
$5K ﹤0.01%
133
290
$5K ﹤0.01%
3
291
$5K ﹤0.01%
+145
292
$4K ﹤0.01%
+55
293
$4K ﹤0.01%
100
294
$4K ﹤0.01%
300
295
$4K ﹤0.01%
333
296
$4K ﹤0.01%
55
297
$4K ﹤0.01%
72
298
$3K ﹤0.01%
1,500
299
$3K ﹤0.01%
100
300
$3K ﹤0.01%
56
10 11
12
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