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
$709M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$15.7M
2
+$14.6M
3
+$10.8M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$7.23M
5
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$6.73M

Top Sells

1
+$7.23M
2
+$7.2M
3
+$5.46M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$5.01M
5
WHR icon
Whirlpool
WHR
+$4.98M

Sector Composition

1 Technology 10.18%
2 Communication Services 3.11%
3 Consumer Discretionary 2.92%
4 Healthcare 2.62%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,151
177
– –
-23,222
178
– –
-22,841
179
– –
-53,166
180
– –
-15,457
181
– –
-474
4 5 6 7
8