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
$248M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.65M
3
+$2.53M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.47M
5
BABA icon
Alibaba
BABA
+$1.79M

Top Sells

1
+$3.44M
2
+$3.35M
3
+$2.81M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$2.7M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.55M

Sector Composition

1 Industrials 8.85%
2 Financials 4.91%
3 Technology 4.66%
4 Communication Services 3.92%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-26,105
127
– –
-15,754
128
– –
-3,875
129
– –
-6,430
130
– –
-94,202
131
– –
-272,425
2 3 4 5
6