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
$486M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$4.65M
2 +$4.26M
3 +$3.78M
4
AAXJ icon
iShares MSCI All Country Asia ex Japan ETF
AAXJ
+$3.7M
5
AAPL icon
Apple
AAPL
+$3.02M

Sector Composition

1 Technology 9.62%
2 Communication Services 4.03%
3 Healthcare 3.84%
4 Consumer Discretionary 2.96%
5 Financials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$374K 0.08%
7,166
-62
102
$369K 0.08%
+11,620
103
$319K 0.07%
2,271
104
$306K 0.06%
4,651
105
$301K 0.06%
1,286
+196
106
$279K 0.06%
+1,831
107
$260K 0.05%
+691
108
$260K 0.05%
3,701
109
$258K 0.05%
+10,696
110
$256K 0.05%
7,360
-540
111
$256K 0.05%
+20,428
112
$251K 0.05%
3,928
113
$243K 0.05%
8,190
114
$217K 0.04%
4,845
-29,938
115
$212K 0.04%
+952
116
$211K 0.04%
+16,160
117
$203K 0.04%
+2,373
118
-6,934
119
-37,928
120
-14,683
121
-24,619
122
-22,934
123
-76,751