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
$709M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14.6M
3
+$10.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$7.23M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.73M

Top Sells

1
+$7.23M
2
+$7.2M
3
+$5.46M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.01M
5
WHR icon
Whirlpool
WHR
+$4.98M

Sector Composition

1 Technology 10.18%
2 Communication Services 3.11%
3 Consumer Discretionary 2.92%
4 Healthcare 2.62%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$385K 0.05%
+2,479
127
$373K 0.05%
1,424
+361
128
$353K 0.05%
1,125
+408
129
$344K 0.05%
+5,025
130
$341K 0.05%
3,959
-522
131
$319K 0.05%
735
+89
132
$318K 0.04%
998
+315
133
$310K 0.04%
5,689
+100
134
$306K 0.04%
6,035
-893
135
$299K 0.04%
2,140
+368
136
$297K 0.04%
4,997
-680
137
$296K 0.04%
3,701
138
$295K 0.04%
5,701
+710
139
$293K 0.04%
1,827
+553
140
$291K 0.04%
1,137
-12,650
141
$290K 0.04%
3,928
142
$289K 0.04%
6,797
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143
$286K 0.04%
1,300
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144
$283K 0.04%
+9,245
145
$278K 0.04%
4,651
146
$266K 0.04%
+11,230
147
$264K 0.04%
+2,941
148
$262K 0.04%
1,000
+200
149
$261K 0.04%
1,090
150
$261K 0.04%
16,428
+2,000
4 5
6
7 8