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
$145M
AUM Growth
-$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.91M
2
+$2.68M
3
+$2.4M
4
GLD icon
SPDR Gold Trust
GLD
+$1.96M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.91M

Top Sells

1
+$4.28M
2
+$3.83M
3
+$3.52M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.45M
5
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.08M

Sector Composition

1 Communication Services 8.17%
2 Technology 7.81%
3 Consumer Discretionary 7.77%
4 Financials 7.35%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.25M 0.86%
+13,273
52
$1.24M 0.85%
14,208
-2,340
53
$1.13M 0.78%
11,453
-5,048
54
$1.05M 0.72%
35,454
-33,848
55
$938K 0.65%
31,080
-4,375
56
$810K 0.56%
11,945
-449
57
$777K 0.54%
17,010
-5,565
58
$758K 0.52%
6,925
-800
59
$742K 0.51%
10,496
-2,066
60
$722K 0.5%
9,269
-2,410
61
$718K 0.5%
26,565
-8,484
62
$642K 0.44%
4,074
+756
63
$600K 0.41%
7,250
-3,950
64
$534K 0.37%
5,352
-2,250
65
$515K 0.36%
2,326
-66
66
$478K 0.33%
3,430
-1,585
67
$465K 0.32%
3,985
-996
68
$459K 0.32%
4,200
-575
69
$454K 0.31%
+4,095
70
$411K 0.28%
+7,606
71
$388K 0.27%
+3,702
72
$328K 0.23%
4,000
-900
73
$274K 0.19%
2,455
-290
74
$268K 0.18%
1,305
75
$253K 0.17%
5,500
-1,000
1 2
3
4 5