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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
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
+$1.77M

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
26
$2.12M 1.43%
70,398
+6,324
27
$2.09M 1.41%
+101,895
28
$2.07M 1.4%
88,294
+3,282
29
$1.74M 1.17%
32,427
+650
30
$1.69M 1.14%
47,695
+690
31
$1.58M 1.07%
43,137
-700
32
$1.58M 1.07%
+39,535
33
$1.56M 1.06%
32,444
-23,118
34
$1.53M 1.03%
36,234
+247
35
$1.44M 0.97%
14,872
+627
36
$1.41M 0.95%
25,600
+24,700
37
$1.4M 0.94%
16,085
+1,445
38
$1.39M 0.94%
25,875
+4,375
39
$1.29M 0.87%
17,115
+15,640
40
$1.26M 0.85%
49,110
+5,610
41
$1.26M 0.85%
21,630
+960
42
$1.26M 0.85%
32,035
+1,975
43
$1.24M 0.84%
88,732
+5,559
44
$1.22M 0.82%
28,833
-75
45
$1.21M 0.82%
16,458
+2,315
46
$1.12M 0.76%
74,282
+4,854
47
$1.02M 0.69%
18,209
+1,443
48
$1M 0.68%
40,014
+31,314
49
$939K 0.63%
16,422
+10,727
50
$912K 0.62%
33,987
+447
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