KCM
Karp Capital Management Portfolio holdings
AUM
$489M
1-Year Est. Return
12.58%
1 Year Est. Return
-12.58%
AUM
$489M
AUM Growth
-$76.7M
(-14%)
Holding
158
Top Buys
| 1 | +$27.9M | |
| 2 | +$22.1M | |
| 3 | +$12.2M | |
| 4 |
Innovator US Equity Buffer ETF September
BSEP
|
+$10.9M |
| 5 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$10.8M |
Top Sells
| 1 | +$14.1M | |
| 2 | +$13.8M | |
| 3 | +$13.1M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$9.94M |
| 5 |
WisdomTree Dynamic International Equity Fund
DDWM
|
+$7.17M |
Sector Composition
| 1 | Technology | 4.92% |
| 2 | Consumer Discretionary | 1.73% |
| 3 | Healthcare | 1.41% |
| 4 | Financials | 1.29% |
| 5 | Communication Services | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Industrial Select Sector SPDR Fund
XLI
$23.7B
| – | – |
-6,305
|
|
||
152
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.2B
| – | – |
-5,455
|
|
||
153
Akero Therapeutics
AKRO
$4.32B
| – | – |
-35,000
|
|
||
154
AstraZeneca
AZN
$260B
| – | – |
-3,563
|
|
||
155
Caterpillar
CAT
$249B
| – | – |
-15,112
|
|
||
156
Corteva
CTVA
$42.1B
| – | – |
-3,864
|
|
||
|
157
WisdomTree Dynamic International Equity Fund
DDWM
$825M
| – | – |
-256,545
|
|
||
158
Deere & Co
DE
$125B
| – | – |
-8,102
|
|