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
351
$1K ﹤0.01%
28
352
$1K ﹤0.01%
99
+8
353
$1K ﹤0.01%
9
-28
354
$1K ﹤0.01%
+100
355
$1K ﹤0.01%
29
356
$1K ﹤0.01%
100
357
$1K ﹤0.01%
18
358
$1K ﹤0.01%
33
359
$1K ﹤0.01%
100
360
$1K ﹤0.01%
28
+1
361
$0 ﹤0.01%
1
362
– –
-337
363
– –
-27,685
364
– –
0
365
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-100
366
$0 ﹤0.01%
3
367
– –
-46,904
368
– –
-6,750
369
$0 ﹤0.01%
2
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370
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371
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372
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-6,135
373
$0 ﹤0.01%
1
-179
374
– –
-1,000
375
– –
-105
12 13 14
15
16