KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+3.52%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$152M
AUM Growth
+$152M
(-3%)
Cap. Flow
-$6.58M
Cap. Flow
% of AUM
-4.34%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
90
New
15
Increased
25
Reduced
30
Closed
17
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.39M |
| 2 |
Xtrackers MSCI Japan Hedged Equity ETF
DBJP
|
$3.33M |
| 3 |
SPDR S&P Homebuilders ETF
XHB
|
$3.31M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$3.14M |
| 5 |
VanEck Semiconductor ETF
SMH
|
$2.95M |
Top Sells
Sector Composition
| 1 | Industrials | 7.92% |
| 2 | Communication Services | 5.91% |
| 3 | Financials | 4.44% |
| 4 | Technology | 3.38% |
| 5 | Consumer Discretionary | 2.1% |
