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
$798M
AUM Growth
+$88.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1 +$53.7M
2 +$21.6M
3 +$15.4M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$9.37M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$9.22M

Sector Composition

1 Technology 9.25%
2 Consumer Discretionary 3.14%
3 Healthcare 3.04%
4 Financials 2.51%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
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