KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+4.94%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$215M
AUM Growth
+$13.1M
(+6.5%)
Cap. Flow
-$506K
Cap. Flow
% of AUM
-0.24%
Top 10 Holdings %
Top 10 Hldgs %
28.02%
Holding
124
New
20
Increased
40
Reduced
35
Closed
16
Top Buys
| 1 |
Vanguard Mid-Cap Value ETF
VOE
|
$3.04M |
| 2 |
KraneShares CSI China Internet ETF
KWEB
|
$2.93M |
| 3 |
Amazon
AMZN
|
$2.68M |
| 4 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
$2.56M |
| 5 |
FedEx
FDX
|
$2.27M |
Top Sells
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
$6.77M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$5.29M |
| 3 |
SPDR Gold Trust
GLD
|
$3.72M |
| 4 |
US Global Jets ETF
JETS
|
$3.69M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$3.03M |
Sector Composition
| 1 | Industrials | 6.95% |
| 2 | Communication Services | 5.17% |
| 3 | Financials | 4.04% |
| 4 | Technology | 3.07% |
| 5 | Consumer Discretionary | 2.09% |
