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
326
$3K ﹤0.01%
7
327
$3K ﹤0.01%
38
+1
328
$3K ﹤0.01%
200
329
$3K ﹤0.01%
55
330
$3K ﹤0.01%
137
331
$3K ﹤0.01%
+68
332
$3K ﹤0.01%
244
333
$3K ﹤0.01%
100
334
$3K ﹤0.01%
252
+2
335
– –
0
336
$3K ﹤0.01%
76
337
$3K ﹤0.01%
286
338
$3K ﹤0.01%
+165
339
$2K ﹤0.01%
24
340
$2K ﹤0.01%
141
341
$2K ﹤0.01%
100
342
$2K ﹤0.01%
100
343
$2K ﹤0.01%
50
344
$2K ﹤0.01%
104
+100
345
$2K ﹤0.01%
+400
346
$2K ﹤0.01%
41
+1
347
$2K ﹤0.01%
32
+1
348
$2K ﹤0.01%
36
349
$1K ﹤0.01%
40
350
$1K ﹤0.01%
38
12 13
14
15 16