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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.94M
3
+$4.52M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.94M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.19%
2 Consumer Staples 7.49%
3 Industrials 5.67%
4 Technology 5.31%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$375K 0.27%
+5,725
77
$372K 0.27%
+3,953
78
$367K 0.27%
+1,599
79
$357K 0.26%
+2,835
80
$342K 0.25%
+12,430
81
$334K 0.24%
+12,200
82
$331K 0.24%
+3,632
83
$299K 0.22%
+7,020
84
$292K 0.21%
+2,738
85
$288K 0.21%
+5,400
86
$285K 0.21%
+4,550
87
$268K 0.2%
+2,552
88
$261K 0.19%
+8,247
89
$254K 0.19%
+4,680
90
$234K 0.17%
+4,600
91
$232K 0.17%
+4,410
92
$229K 0.17%
+5,500
93
$220K 0.16%
+4,900
94
$217K 0.16%
+2,200
95
$217K 0.16%
+1,055
96
$216K 0.16%
+3,169
97
$208K 0.15%
+1,080
98
$199K 0.15%
+1,718
99
$197K 0.14%
+4,050
100
$195K 0.14%
+2,761
2 3
4
5 6