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
51
$1.86M 0.75%
8,620
+595
52
$1.84M 0.74%
15,850
+3,595
53
$1.79M 0.72%
+9,775
54
$1.74M 0.7%
32,434
-670
55
$1.69M 0.68%
44,007
-2,625
56
$1.65M 0.66%
+31,650
57
$1.55M 0.63%
8,871
-135
58
$1.54M 0.62%
+24,160
59
$1.47M 0.59%
9,185
+1,487
60
$1.4M 0.56%
32,022
+2,250
61
$1.39M 0.56%
34,475
+34,235
62
$1.39M 0.56%
7,771
+5
63
$1.37M 0.55%
18,390
+2,280
64
$1.28M 0.52%
6,205
-130
65
$1.21M 0.49%
24,540
+310
66
$1.16M 0.47%
87,175
-1,825
67
$1.16M 0.47%
10,238
+4,638
68
$1.14M 0.46%
34,473
+2,401
69
$1.12M 0.45%
84,894
-3,091
70
$1.08M 0.44%
4,495
-215
71
$1.08M 0.43%
35,787
-3,105
72
$1.07M 0.43%
14,123
+623
73
$1.07M 0.43%
11,516
+231
74
$1.05M 0.42%
24,216
-654
75
$1.02M 0.41%
44,520
+5,515
1 2
3
4 5