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
301
$3K ﹤0.01%
38
302
$3K ﹤0.01%
200
303
$3K ﹤0.01%
68
304
$3K ﹤0.01%
76
305
$3K ﹤0.01%
+34
306
$3K ﹤0.01%
165
307
$3K ﹤0.01%
55
308
$2K ﹤0.01%
32
309
$2K ﹤0.01%
141
310
$2K ﹤0.01%
100
311
$2K ﹤0.01%
+55
312
$2K ﹤0.01%
50
313
$2K ﹤0.01%
640
+240
314
$2K ﹤0.01%
104
315
$2K ﹤0.01%
253
+1
316
$2K ﹤0.01%
34
-1,193
317
– –
0
318
$2K ﹤0.01%
36
319
$2K ﹤0.01%
286
320
$1K ﹤0.01%
33
321
$1K ﹤0.01%
41
322
$1K ﹤0.01%
40
323
$1K ﹤0.01%
26
-110
324
$1K ﹤0.01%
100
325
$1K ﹤0.01%
28
11 12
13
14 15