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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$2.64M
3
+$2.43M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.34M
5
GIS icon
General Mills
GIS
+$1.98M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.4M
4
TGNA icon
TEGNA Inc
TGNA
+$2.09M
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
351
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0
352
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-47,695
353
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354
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355
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-9,785
356
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-62,890
357
$0 ﹤0.01%
14
+9
358
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359
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360
$0 ﹤0.01%
1
361
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3
362
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-700
363
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-4,675
364
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365
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-275
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367
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370
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$0 ﹤0.01%
2
372
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-244
373
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-3,200
374
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-4,410
375
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-444
12 13 14
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