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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$99K 0.07%
2,850
+1,050
127
$97K 0.07%
890
128
$96K 0.07%
5,000
129
$95K 0.06%
2,295
-30,149
130
$94K 0.06%
2,344
+1,200
131
$92K 0.06%
1,200
132
$92K 0.06%
1,400
133
$91K 0.06%
925
134
$90K 0.06%
825
135
$90K 0.06%
1,885
+700
136
$88K 0.06%
5,340
+2,250
137
$87K 0.06%
1,891
+1,245
138
$87K 0.06%
1,061
+574
139
$87K 0.06%
1,014
+400
140
$85K 0.06%
1,000
-450
141
$81K 0.06%
1,831
+687
142
$79K 0.05%
3,100
+400
143
$78K 0.05%
4,528
144
$78K 0.05%
453
145
$75K 0.05%
1,415
+1,215
146
$74K 0.05%
650
-18,160
147
$73K 0.05%
2,357
+1,843
148
$71K 0.05%
650
+500
149
$68K 0.05%
975
150
$68K 0.05%
1,302
+800
4 5
6
7 8