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
376
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377
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-3,834
378
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-1,225
379
$0 ﹤0.01%
23
380
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5
381
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-1,975
382
$0 ﹤0.01%
2
-45
383
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384
$0 ﹤0.01%
26
385
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386
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387
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388
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389
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-7,000
390
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391
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392
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393
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394
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395
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+1
396
$0 ﹤0.01%
31
397
– –
-7,500
398
– –
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399
– –
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