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
$248M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.65M
3
+$2.53M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.47M
5
BABA icon
Alibaba
BABA
+$1.79M

Top Sells

1
+$3.44M
2
+$3.35M
3
+$2.81M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$2.7M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.55M

Sector Composition

1 Industrials 8.85%
2 Financials 4.91%
3 Technology 4.66%
4 Communication Services 3.92%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$995K 0.4%
7,764
+215
77
$995K 0.4%
5,816
-230
78
$984K 0.4%
12,500
79
$865K 0.35%
21,212
+662
80
$865K 0.35%
+8,850
81
$819K 0.33%
30,416
82
$776K 0.31%
7,722
83
$751K 0.3%
5,522
+135
84
$738K 0.3%
6,084
+749
85
$684K 0.28%
+4,376
86
$669K 0.27%
6,000
-105
87
$662K 0.27%
2,997
+297
88
$619K 0.25%
3,372
+139
89
$613K 0.25%
5,000
90
$599K 0.24%
+18,735
91
$561K 0.23%
4,135
-28
92
$556K 0.22%
8,000
93
$545K 0.22%
9,605
-605
94
$490K 0.2%
4,570
-467
95
$444K 0.18%
6,790
+505
96
$429K 0.17%
9,428
97
$429K 0.17%
14,481
-2,025
98
$406K 0.16%
5,660
-746
99
$401K 0.16%
+22,934
100
$390K 0.16%
2,805
2 3
4
5 6