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
301
$8K 0.01%
+231
302
$8K 0.01%
3
303
$8K 0.01%
314
+2
304
$7K ﹤0.01%
100
305
$7K ﹤0.01%
+89
306
$7K ﹤0.01%
112
+100
307
$7K ﹤0.01%
156
+2
308
$7K ﹤0.01%
100
309
$7K ﹤0.01%
136
-490
310
$6K ﹤0.01%
250
311
$6K ﹤0.01%
150
312
$6K ﹤0.01%
133
-297
313
$6K ﹤0.01%
1,500
314
$6K ﹤0.01%
54
315
$5K ﹤0.01%
162
+2
316
$5K ﹤0.01%
300
317
$5K ﹤0.01%
100
318
$5K ﹤0.01%
+78
319
$5K ﹤0.01%
333
320
$5K ﹤0.01%
+72
321
$4K ﹤0.01%
100
322
$4K ﹤0.01%
55
323
$4K ﹤0.01%
87
324
$3K ﹤0.01%
+22
325
$3K ﹤0.01%
56
+1
11 12
13
14 15