KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+10.85%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$486M
AUM Growth
+$486M
(+19%)
Cap. Flow
+$45.6M
Cap. Flow
% of AUM
9.39%
Top 10 Holdings %
Top 10 Hldgs %
28.17%
Holding
123
New
34
Increased
48
Reduced
30
Closed
6
Top Buys
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
$4.65M |
| 2 |
iShares US Home Construction ETF
ITB
|
$4.26M |
| 3 |
Global X MSCI China Consumer Discretionary ETF
CHIQ
|
$3.78M |
| 4 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
$3.7M |
| 5 |
Apple
AAPL
|
$3.02M |
Top Sells
| 1 |
Utilities Select Sector SPDR Fund
XLU
|
$4.56M |
| 2 |
Kimberly-Clark
KMB
|
$3.64M |
| 3 |
Home Depot
HD
|
$1.93M |
| 4 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.92M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$1.79M |
Sector Composition
| 1 | Technology | 9.62% |
| 2 | Communication Services | 4.03% |
| 3 | Healthcare | 3.84% |
| 4 | Consumer Discretionary | 2.96% |
| 5 | Financials | 2.17% |
