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
$152M
AUM Growth
-$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.33M
3
+$3.31M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.14M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$2.95M

Top Sells

1
+$5.61M
2
+$5.42M
3
+$3.83M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.83M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$2.68M

Sector Composition

1 Industrials 7.92%
2 Communication Services 5.91%
3 Financials 4.44%
4 Technology 3.38%
5 Consumer Discretionary 2.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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89
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