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
$210M
AUM Growth
-$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$5.11M
3
+$5.01M
4
FUTY icon
Fidelity MSCI Utilities Index ETF
FUTY
+$4.51M
5
FHLC icon
Fidelity MSCI Health Care Index ETF
FHLC
+$4.21M

Top Sells

1
+$6.01M
2
+$5.65M
3
+$5M
4
IYT icon
iShares US Transportation ETF
IYT
+$4.44M
5
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$3.59M

Sector Composition

1 Technology 7.13%
2 Industrials 6.31%
3 Financials 5.8%
4 Communication Services 5.31%
5 Healthcare 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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375
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+16
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