KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+2.96%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(+7.5%)
Cap. Flow
+$8.68M
Cap. Flow
% of AUM
5.88%
Top 10 Holdings %
Top 10 Hldgs %
27.29%
Holding
409
New
43
Increased
121
Reduced
45
Closed
35
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$3.74M |
| 2 |
SPDR S&P Homebuilders ETF
XHB
|
$2.72M |
| 3 |
Archer Daniels Midland
ADM
|
$1.54M |
| 4 |
Visa
V
|
$1.5M |
| 5 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$1.37M |
Top Sells
| 1 |
iShares US Insurance ETF
IAK
|
$2.34M |
| 2 |
Microsoft
MSFT
|
$1.54M |
| 3 |
PX
Praxair Inc
PX
|
$1.51M |
| 4 |
INF
BROOKFIELD GLOBAL LISTED INFRASTRUCTURE INCOME FUND INC.
INF
|
$1.31M |
| 5 |
SPDR S&P Bank ETF
KBE
|
$683K |
Sector Composition
| 1 | Financials | 9.18% |
| 2 | Consumer Staples | 8.02% |
| 3 | Industrials | 6.1% |
| 4 | Technology | 4.22% |
| 5 | Communication Services | 2.69% |
