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
$291M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.35M
3
+$3.86M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$3.81M
5
FXD icon
First Trust Consumer Discretionary AlphaDEX Fund
FXD
+$3.78M

Top Sells

1
+$5.52M
2
+$4.41M
3
+$3.67M
4
XLIS
POWERSHARES S&P SMALLCAP INDUSTRIALS PORTFOLIO
XLIS
+$3.63M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$3.2M

Sector Composition

1 Industrials 7.68%
2 Technology 6.4%
3 Consumer Discretionary 5.56%
4 Financials 4.57%
5 Communication Services 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-2,345
127
– –
-53,632
128
– –
-32,435
2 3 4 5
6