KCM

Karp Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 12.58%
This Fund
S&P 500
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
+$2.87M
2
+$1.92M
3
+$1.8M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.51M
5
THRM icon
Gentherm
THRM
+$1.31M

Top Sells

1
+$4.42M
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
+$1.87M

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%
33
352
$1K ﹤0.01%
38
353
$1K ﹤0.01%
28
354
$1K ﹤0.01%
100
355
$1K ﹤0.01%
28
+1
356
$1K ﹤0.01%
99
+8
357
$1K ﹤0.01%
9
-28
358
$1K ﹤0.01%
+100
359
$1K ﹤0.01%
18
360
$1K ﹤0.01%
40
361
– –
-100
362
$0 ﹤0.01%
3
363
– –
-6,750
364
– –
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365
$0 ﹤0.01%
1
366
– –
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367
– –
-27,685
368
– –
0
369
– –
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370
$0 ﹤0.01%
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371
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372
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373
$0 ﹤0.01%
4
374
$0 ﹤0.01%
44
375
– –
-34
12 13 14
15
16