KCM
Karp Capital Management Portfolio holdings
AUM
$489M
1-Year Return
12.58%
This Quarter Return
+6.24%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$798M
AUM Growth
+$88.1M
(+12%)
Cap. Flow
+$54.6M
Cap. Flow
% of AUM
6.84%
Top 10 Holdings %
Top 10 Hldgs %
27.51%
Holding
191
New
21
Increased
81
Reduced
40
Closed
39
Top Buys
| 1 |
iShares Russell 3000 ETF
IWV
|
$53.7M |
| 2 |
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
|
$21.6M |
| 3 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$15.4M |
| 4 |
iShares Core Dividend Growth ETF
DGRO
|
$9.37M |
| 5 |
Invesco QQQ Trust
QQQ
|
$9.22M |
Top Sells
Sector Composition
| 1 | Technology | 9.25% |
| 2 | Consumer Discretionary | 3.14% |
| 3 | Healthcare | 3.04% |
| 4 | Financials | 2.51% |
| 5 | Communication Services | 2.47% |
