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
$248M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.65M
3
+$2.53M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.47M
5
BABA icon
Alibaba
BABA
+$1.79M

Top Sells

1
+$3.44M
2
+$3.35M
3
+$2.81M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$2.7M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.55M

Sector Composition

1 Industrials 8.85%
2 Financials 4.91%
3 Technology 4.66%
4 Communication Services 3.92%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.31%
29,678
-1,364
27
$3.21M 1.3%
97,394
+2,365
28
$3.17M 1.28%
26,533
-384
29
$3.1M 1.25%
60,428
+5,202
30
$3.07M 1.24%
73,256
+63,260
31
$3.07M 1.24%
50,797
+11,397
32
$3.03M 1.22%
43,387
-45
33
$2.92M 1.17%
68,364
-2,400
34
$2.89M 1.17%
64,962
+6,295
35
$2.89M 1.17%
42,908
+13,327
36
$2.73M 1.1%
17,058
+3,970
37
$2.71M 1.09%
22,602
-256
38
$2.64M 1.06%
120,601
+22,508
39
$2.63M 1.06%
23,868
+3,502
40
$2.53M 1.02%
+7,720
41
$2.47M 1%
+55,049
42
$2.43M 0.98%
96,855
+52,755
43
$2.43M 0.98%
17,516
+752
44
$2.42M 0.98%
10,086
-95
45
$2.21M 0.89%
100,261
+2,645
46
$2.12M 0.85%
6,280
-114
47
$2.12M 0.85%
10,604
+624
48
$2.09M 0.84%
19,789
+4,884
49
$2.06M 0.83%
121,305
+952
50
$1.95M 0.79%
66,760
+50,045
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