KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+1.58%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$145M
AUM Growth
-$27.1M
(-16%)
Cap. Flow
-$29M
Cap. Flow
% of AUM
-19.97%
Top 10 Holdings %
Top 10 Hldgs %
26.46%
Holding
102
New
10
Increased
11
Reduced
57
Closed
23
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.91M |
| 2 |
iShares US Aerospace & Defense ETF
ITA
|
$2.68M |
| 3 |
Nike
NKE
|
$2.4M |
| 4 |
SPDR Gold Trust
GLD
|
$1.96M |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$1.91M |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$4.28M |
| 2 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$3.83M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$3.53M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$3.45M |
| 5 |
iShares MSCI Sweden ETF
EWD
|
$2.08M |
Sector Composition
| 1 | Communication Services | 8.17% |
| 2 | Technology | 7.81% |
| 3 | Consumer Discretionary | 7.77% |
| 4 | Financials | 7.35% |
| 5 | Industrials | 7.05% |