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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$41K 0.03%
500
177
$41K 0.03%
+4,200
178
$41K 0.03%
1,630
+1,030
179
$41K 0.03%
540
+170
180
$41K 0.03%
436
181
$40K 0.03%
4,500
-1,800
182
$40K 0.03%
940
183
$40K 0.03%
555
+243
184
$40K 0.03%
1,005
185
$40K 0.03%
1,600
186
$39K 0.03%
675
-500
187
$37K 0.03%
500
188
$36K 0.02%
1,365
-285
189
$36K 0.02%
310
190
$36K 0.02%
600
191
$35K 0.02%
1,000
192
$35K 0.02%
400
193
$34K 0.02%
856
194
$33K 0.02%
825
+505
195
$33K 0.02%
3,150
-350
196
$32K 0.02%
600
197
$32K 0.02%
512
+3
198
$32K 0.02%
588
+4
199
$31K 0.02%
302
200
$31K 0.02%
378
+60
6 7
8
9 10