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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.77M

Sector Composition

1 Financials 9.65%
2 Industrials 7.36%
3 Consumer Staples 4.99%
4 Technology 4.55%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.24%
7,850
+750
77
$351K 0.24%
1,705
78
$330K 0.22%
5,725
-300
79
$322K 0.22%
1,730
80
$319K 0.22%
2,872
+255
81
$318K 0.21%
7,275
+755
82
$307K 0.21%
+21,938
83
$291K 0.2%
2,825
-100
84
$262K 0.18%
8,247
85
$254K 0.17%
4,680
86
$247K 0.17%
4,600
87
$232K 0.16%
4,410
88
$230K 0.16%
1,100
89
$229K 0.15%
5,500
90
$226K 0.15%
3,500
+1,600
91
$215K 0.15%
1,039
92
$210K 0.14%
3,011
+437
93
$205K 0.14%
1,784
+66
94
$196K 0.13%
1,380
95
$195K 0.13%
1,805
+455
96
$194K 0.13%
2,600
97
$191K 0.13%
850
98
$189K 0.13%
5,955
99
$184K 0.12%
3,229
+31
100
$180K 0.12%
1,475
2 3
4
5 6