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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.94M
3
+$4.52M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.94M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.19%
2 Consumer Staples 7.49%
3 Industrials 5.67%
4 Technology 5.31%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 1.34%
+39,563
27
$1.82M 1.33%
+82,277
28
$1.76M 1.28%
+61,420
29
$1.74M 1.27%
+22,642
30
$1.61M 1.17%
+13,950
31
$1.56M 1.14%
+44,955
32
$1.54M 1.12%
+43,162
33
$1.52M 1.11%
+36,380
34
$1.51M 1.1%
+36,204
35
$1.5M 1.1%
+11,617
36
$1.34M 0.97%
+28,558
37
$1.31M 0.95%
+63,986
38
$1.23M 0.9%
+14,570
39
$1.2M 0.87%
+23,018
40
$1.13M 0.82%
+12,635
41
$1.1M 0.8%
+76,154
42
$1.07M 0.78%
+14,468
43
$1.03M 0.75%
+20,370
44
$972K 0.71%
+62,893
45
$945K 0.69%
+17,677
46
$903K 0.66%
+18,056
47
$888K 0.65%
+21,650
48
$853K 0.62%
+16,885
49
$839K 0.61%
+33,080
50
$791K 0.58%
+7,575
1
2
3 4 5