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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.77M

Sector Composition

1 Financials 9.65%
2 Industrials 7.36%
3 Consumer Staples 4.99%
4 Technology 4.55%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99K 0.07%
5,525
+1,000
127
$97K 0.07%
6,700
128
$96K 0.06%
453
+102
129
$95K 0.06%
1,400
-300
130
$93K 0.06%
1,150
+250
131
$92K 0.06%
735
+135
132
$90K 0.06%
+825
133
$89K 0.06%
4,528
134
$89K 0.06%
1,200
135
$88K 0.06%
925
136
$88K 0.06%
6,533
-2,947
137
$87K 0.06%
950
138
$80K 0.05%
1,175
+475
139
$79K 0.05%
2,497
+1,691
140
$77K 0.05%
1,800
141
$76K 0.05%
950
142
$74K 0.05%
1,200
143
$72K 0.05%
975
144
$71K 0.05%
1,584
145
$71K 0.05%
1,200
146
$70K 0.05%
219
-4
147
$69K 0.05%
6,300
+1,500
148
$69K 0.05%
723
+2
149
$68K 0.05%
1,200
150
$66K 0.04%
920
-24,667
4 5
6
7 8