KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+5.86%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$675M
AUM Growth
+$675M
(+22%)
Cap. Flow
+$99.6M
Cap. Flow
% of AUM
14.75%
Top 10 Holdings %
Top 10 Hldgs %
24.32%
Holding
174
New
41
Increased
90
Reduced
22
Closed
7
Top Buys
| 1 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
$13.4M |
| 2 |
iShares US Real Estate ETF
IYR
|
$8.57M |
| 3 |
Energy Select Sector SPDR Fund
XLE
|
$5.46M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$4.84M |
| 5 |
iShares MBS ETF
MBB
|
$4.49M |
Top Sells
Sector Composition
| 1 | Technology | 9.19% |
| 2 | Communication Services | 3.69% |
| 3 | Consumer Discretionary | 3.59% |
| 4 | Financials | 2.52% |
| 5 | Healthcare | 2.42% |
