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
$486M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.26M
3
+$3.78M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.7M
5
AAPL icon
Apple
AAPL
+$3.02M

Top Sells

1
+$4.56M
2
+$3.63M
3
+$1.93M
4
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$1.92M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.79M

Sector Composition

1 Technology 9.62%
2 Communication Services 4.03%
3 Healthcare 3.84%
4 Consumer Discretionary 2.96%
5 Financials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.56M 0.73%
22,632
+2,029
52
$3.46M 0.71%
55,013
+6,127
53
$3.4M 0.7%
13,383
-980
54
$3.4M 0.7%
12,471
-3
55
$3.24M 0.67%
42,211
+8,006
56
$3.21M 0.66%
66,804
+9,444
57
$3.19M 0.66%
51,455
+2,462
58
$3.11M 0.64%
57,431
+10,806
59
$2.89M 0.59%
8,231
+362
60
$2.85M 0.59%
+15,778
61
$2.71M 0.56%
+37,404
62
$2.56M 0.53%
4,743
+3,256
63
$2.53M 0.52%
7,266
+4,347
64
$2.52M 0.52%
+6,149
65
$2.5M 0.51%
10,353
+123
66
$2.46M 0.51%
11,588
+370
67
$2.17M 0.45%
+77,140
68
$2.15M 0.44%
+43,604
69
$1.97M 0.41%
4,235
+200
70
$1.73M 0.36%
19,985
-651
71
$1.57M 0.32%
+30,974
72
$1.5M 0.31%
+22,683
73
$1.45M 0.3%
24,102
+11,841
74
$1.42M 0.29%
14,337
-2,554
75
$1.17M 0.24%
32,489
-8,151
1 2
3
4 5