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
51
$892K 0.6%
11,991
+1,316
52
$778K 0.53%
7,325
53
$777K 0.52%
13,040
-500
54
$759K 0.51%
8,250
+100
55
$692K 0.47%
30,277
+1,006
56
$686K 0.46%
10,483
-696
57
$686K 0.46%
8,552
+7
58
$683K 0.46%
9,785
-339
59
$634K 0.43%
5,557
+1,534
60
$620K 0.42%
6,480
+3
61
$605K 0.41%
4,751
+211
62
$570K 0.38%
5,083
63
$545K 0.37%
13,245
+300
64
$540K 0.36%
11,525
+2,400
65
$530K 0.36%
5,352
-1,550
66
$508K 0.34%
3,938
+81
67
$469K 0.32%
4,469
+1
68
$448K 0.3%
3,320
+20
69
$441K 0.3%
4,200
+100
70
$411K 0.28%
4,675
-300
71
$393K 0.27%
14,100
72
$392K 0.26%
3,335
73
$385K 0.26%
3,981
+280
74
$361K 0.24%
31,720
+15,620
75
$356K 0.24%
14,130
+1,500
1 2
3
4 5