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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
iShares US Real Estate ETF
IYR
+$1.77M

Sector Composition

1 Financials 9.65%
2 Industrials 7.36%
3 Consumer Staples 4.99%
4 Technology 4.55%
5 Communication Services 4.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65K 0.04%
1,322
+13
152
$65K 0.04%
614
153
$62K 0.04%
1,408
154
$60K 0.04%
1,185
155
$59K 0.04%
2,700
+1,600
156
$57K 0.04%
522
+1
157
$56K 0.04%
1,144
+344
158
$55K 0.04%
2,000
159
$55K 0.04%
3,090
160
$55K 0.04%
980
161
$54K 0.04%
914
162
$54K 0.04%
1,675
163
$52K 0.04%
691
+250
164
$52K 0.04%
150
165
$51K 0.03%
1,227
166
$47K 0.03%
1,650
167
$47K 0.03%
900
168
$47K 0.03%
866
+300
169
$46K 0.03%
500
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170
$46K 0.03%
400
171
$46K 0.03%
+797
172
$43K 0.03%
675
173
$43K 0.03%
487
174
$43K 0.03%
1,050
175
$43K 0.03%
+1,144
5 6
7
8 9