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

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
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
26
$2.3M 1.57%
31,725
+650
27
$2.26M 1.54%
32,487
+401
28
$2.19M 1.5%
102,220
+2,000
29
$2.05M 1.4%
57,437
+14,300
30
$1.95M 1.33%
19,882
+5,010
31
$1.95M 1.33%
77,273
-11,021
32
$1.94M 1.33%
+34,575
33
$1.79M 1.22%
46,010
+6,475
34
$1.6M 1.1%
32,520
+10,890
35
$1.51M 1.03%
37,511
+1,277
36
$1.48M 1.01%
25,975
+100
37
$1.38M 0.94%
87,238
+12,956
38
$1.38M 0.94%
31,507
+31,235
39
$1.33M 0.91%
16,761
+8,209
40
$1.33M 0.91%
92,262
+3,530
41
$1.29M 0.88%
16,325
+240
42
$1.23M 0.84%
49,946
+836
43
$1.2M 0.82%
26,600
+1,000
44
$1.18M 0.81%
29,783
+950
45
$1.16M 0.79%
52,339
+12,325
46
$1.12M 0.77%
16,723
+265
47
$935K 0.64%
38,016
+4,029
48
$920K 0.63%
13,892
+1,901
49
$883K 0.6%
8,825
+1,500
50
$844K 0.58%
6,835
+3,500
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