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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$5.47M
2
+$4.94M
3
+$4.52M
4
QLD icon
ProShares Ultra QQQ
QLD
+$3.94M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$3.72M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.19%
2 Consumer Staples 7.49%
3 Industrials 5.67%
4 Technology 5.31%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$38K 0.03%
+700
177
$38K 0.03%
+925
178
$36K 0.03%
+800
179
$36K 0.03%
+3,000
180
$36K 0.03%
+436
181
$36K 0.03%
+400
182
$35K 0.03%
+302
183
$35K 0.03%
+600
184
$34K 0.02%
+856
185
$33K 0.02%
+459
186
$33K 0.02%
+950
187
$32K 0.02%
+306
188
$32K 0.02%
+626
189
$32K 0.02%
+576
190
$31K 0.02%
+338
191
$31K 0.02%
+171
192
$31K 0.02%
+501
193
$31K 0.02%
+530
194
$30K 0.02%
+275
195
$30K 0.02%
+400
196
$30K 0.02%
+600
197
$30K 0.02%
+421
198
$29K 0.02%
+635
199
$29K 0.02%
+400
200
$29K 0.02%
+400
6 7
8
9 10