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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$155K 0.11%
1,875
102
$154K 0.11%
3,476
+2,068
103
$154K 0.11%
3,176
+2,736
104
$149K 0.1%
1,365
+630
105
$141K 0.1%
1,150
+300
106
$141K 0.1%
10,288
+3,755
107
$138K 0.09%
960
+200
108
$131K 0.09%
4,399
+1,902
109
$130K 0.09%
700
-150
110
$130K 0.09%
8,700
+2,000
111
$129K 0.09%
2,747
+798
112
$129K 0.09%
1,180
113
$126K 0.09%
3,000
+2,400
114
$125K 0.09%
1,550
+600
115
$125K 0.09%
+2,565
116
$122K 0.08%
4,820
117
$120K 0.08%
2,100
118
$117K 0.08%
2,057
119
$115K 0.08%
1,172
+1,090
120
$115K 0.08%
1,750
121
$115K 0.08%
5,000
122
$106K 0.07%
6,525
+1,000
123
$105K 0.07%
1,570
+1,002
124
$102K 0.07%
950
+600
125
$101K 0.07%
782
+1
3 4
5
6 7