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
51
$841K 0.57%
5,820
+2,500
52
$838K 0.57%
19,361
+1,152
53
$767K 0.52%
19,275
+12,000
54
$764K 0.52%
9,074
+8,750
55
$718K 0.49%
11,312
+829
56
$711K 0.49%
13,040
57
$706K 0.48%
8,650
+400
58
$691K 0.47%
5,715
+964
59
$691K 0.47%
6,762
+1,205
60
$630K 0.43%
13,225
+1,700
61
$623K 0.43%
5,259
+1,321
62
$530K 0.36%
5,494
+1,025
63
$526K 0.36%
5,652
+300
64
$501K 0.34%
12,605
-640
65
$440K 0.3%
4,325
+125
66
$416K 0.28%
2,008
+278
67
$396K 0.27%
3,981
68
$392K 0.27%
8,350
+500
69
$370K 0.25%
4,660
+1,160
70
$342K 0.23%
3,378
+2,175
71
$330K 0.23%
+11,954
72
$322K 0.22%
4,540
+3,620
73
$311K 0.21%
5,975
+250
74
$305K 0.21%
2,785
+980
75
$292K 0.2%
4,939
+4,839
1 2
3
4 5