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
$137M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$4.94M
3 +$4.52M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.94M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.19%
2 Consumer Staples 7.49%
3 Industrials 5.67%
4 Technology 5.31%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$195K 0.14%
+8,999
102
$191K 0.14%
+1,432
103
$191K 0.14%
+2,400
104
$190K 0.14%
+1,380
105
$185K 0.13%
+5,476
106
$178K 0.13%
+2,465
107
$174K 0.13%
+900
108
$172K 0.13%
+5,955
109
$172K 0.13%
+1,707
110
$166K 0.12%
+800
111
$165K 0.12%
+3,400
112
$162K 0.12%
+1,450
113
$161K 0.12%
+2,942
114
$159K 0.12%
+1,575
115
$157K 0.11%
+3,831
116
$153K 0.11%
+3,538
117
$143K 0.1%
+5,415
118
$136K 0.1%
+4,500
119
$136K 0.1%
+1,750
120
$133K 0.1%
+1,175
121
$132K 0.1%
+2,435
122
$129K 0.09%
+4,800
123
$127K 0.09%
+933
124
$126K 0.09%
+1,217
125
$125K 0.09%
+2,057