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
51
$786K 0.57%
+13,700
52
$742K 0.54%
+8,450
53
$729K 0.53%
+9,778
54
$714K 0.52%
+10,325
55
$712K 0.52%
+8,738
56
$711K 0.52%
+10,400
57
$700K 0.51%
+6,474
58
$683K 0.5%
+20,355
59
$669K 0.49%
+9,360
60
$626K 0.46%
+22,173
61
$620K 0.45%
+5,120
62
$547K 0.4%
+5,235
63
$519K 0.38%
+29,000
64
$507K 0.37%
+5,300
65
$506K 0.37%
+20,564
66
$505K 0.37%
+4,508
67
$481K 0.35%
+3,498
68
$454K 0.33%
+3,200
69
$451K 0.33%
+11,845
70
$450K 0.33%
+4,668
71
$441K 0.32%
+8,015
72
$433K 0.32%
+5,250
73
$421K 0.31%
+9,125
74
$392K 0.29%
+3,701
75
$387K 0.28%
+3,450
1 2
3
4 5