KCM

Karp Capital Management Portfolio holdings

AUM $489M
1-Year Est. Return 12.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$15.3M
3
+$14.6M
4
VTV icon
Vanguard Value ETF
VTV
+$14.5M
5
KRBN icon
KraneShares Global Carbon Strategy ETF
KRBN
+$14.2M

Top Sells

1
+$53.7M
2
+$21.1M
3
+$12.1M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$11.7M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$11.3M

Sector Composition

1 Technology 6.69%
2 Consumer Discretionary 2.05%
3 Communication Services 2.02%
4 Financials 2.01%
5 Industrials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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