KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
-2.25%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$687M
AUM Growth
+$687M
(-14%)
Cap. Flow
-$77.9M
Cap. Flow
% of AUM
-11.35%
Top 10 Holdings %
Top 10 Hldgs %
27.76%
Holding
174
New
22
Increased
29
Reduced
76
Closed
40
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
$16M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$15.5M |
| 3 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
$15.3M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
$14.8M |
| 5 |
Vanguard Value ETF
VTV
|
$14.7M |
Top Sells
Sector Composition
| 1 | Technology | 6.69% |
| 2 | Consumer Discretionary | 2.05% |
| 3 | Communication Services | 2.02% |
| 4 | Financials | 2.01% |
| 5 | Industrials | 1.58% |
