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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.77M

Sector Composition

1 Financials 9.65%
2 Industrials 7.36%
3 Consumer Staples 4.99%
4 Technology 4.55%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$171K 0.12%
3,047
+300
102
$168K 0.11%
1,875
103
$161K 0.11%
1,270
-162
104
$159K 0.11%
5,400
-398
105
$155K 0.1%
5,175
106
$155K 0.1%
1,450
107
$148K 0.1%
1,203
+240
108
$148K 0.1%
3,400
109
$146K 0.1%
4,633
+1,133
110
$146K 0.1%
2,219
+175
111
$143K 0.1%
3,200
112
$138K 0.09%
5,000
+1,500
113
$133K 0.09%
1,375
+5
114
$133K 0.09%
1,180
115
$130K 0.09%
760
+100
116
$126K 0.09%
2,100
117
$123K 0.08%
4,820
-200
118
$122K 0.08%
1,750
119
$113K 0.08%
890
120
$110K 0.07%
850
-150
121
$109K 0.07%
2,057
122
$108K 0.07%
781
-153
123
$106K 0.07%
1,949
+3
124
$100K 0.07%
925
125
$99K 0.07%
5,000
3 4
5
6 7