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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.19%
+9,084
77
$279K 0.19%
1,455
-250
78
$252K 0.17%
5,500
79
$251K 0.17%
4,481
+1,470
80
$248K 0.17%
4,600
81
$246K 0.17%
1,780
+400
82
$245K 0.17%
3,304
+3,101
83
$237K 0.16%
4,355
+3,033
84
$231K 0.16%
1,330
+230
85
$224K 0.15%
4,680
86
$217K 0.15%
1,139
+100
87
$209K 0.14%
3,261
+32
88
$209K 0.14%
1,800
+325
89
$202K 0.14%
2,615
+2,315
90
$200K 0.14%
3,897
+850
91
$196K 0.13%
1,599
+876
92
$186K 0.13%
2,600
93
$186K 0.13%
1,925
+1,000
94
$181K 0.12%
1,305
+1,283
95
$175K 0.12%
6,633
+2,000
96
$167K 0.11%
5,955
97
$165K 0.11%
2,087
+712
98
$160K 0.11%
3,900
+500
99
$159K 0.11%
5,925
+750
100
$156K 0.11%
1,784
2 3
4
5 6