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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65K 0.04%
4,700
+3,250
152
$65K 0.04%
950
153
$64K 0.04%
1,200
154
$62K 0.04%
2,500
-11,600
155
$57K 0.04%
522
156
$57K 0.04%
1,584
157
$57K 0.04%
1,200
158
$55K 0.04%
600
+200
159
$54K 0.04%
980
160
$53K 0.04%
+1,670
161
$52K 0.04%
910
+235
162
$51K 0.03%
1,065
+199
163
$50K 0.03%
550
+250
164
$48K 0.03%
+700
165
$48K 0.03%
914
166
$47K 0.03%
1,675
167
$46K 0.03%
835
+200
168
$46K 0.03%
512
+400
169
$45K 0.03%
+1,150
170
$45K 0.03%
150
171
$45K 0.03%
1,700
+1,000
172
$45K 0.03%
2,000
173
$45K 0.03%
1,274
174
$43K 0.03%
797
175
$42K 0.03%
453
+53
5 6
7
8 9