KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+6.05%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$236M
AUM Growth
+$236M
(+9.9%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
27.17%
Holding
124
New
16
Increased
53
Reduced
34
Closed
10
Top Buys
| 1 |
iShares Biotechnology ETF
IBB
|
$3.12M |
| 2 |
WisdomTree Europe SmallCap Dividend Fund
DFE
|
$3.07M |
| 3 |
iShares MSCI Japan ETF
EWJ
|
$3.01M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$2.32M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$2.14M |
Top Sells
| 1 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$6.41M |
| 2 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$2.85M |
| 3 |
Utilities Select Sector SPDR Fund
XLU
|
$2.82M |
| 4 |
iShares MSCI New Zealand ETF
ENZL
|
$2.01M |
| 5 |
iShares MSCI Malaysia ETF
EWM
|
$1.81M |
Sector Composition
| 1 | Industrials | 7.04% |
| 2 | Communication Services | 4.82% |
| 3 | Financials | 4.36% |
| 4 | Technology | 3.31% |
| 5 | Consumer Discretionary | 2.44% |
