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
201
$28K 0.02%
+444
202
$28K 0.02%
+1,039
203
$27K 0.02%
+1,500
204
$27K 0.02%
+288
205
$27K 0.02%
+625
206
$26K 0.02%
+432
207
$26K 0.02%
+300
208
$26K 0.02%
+330
209
$26K 0.02%
+279
210
$26K 0.02%
+300
211
$26K 0.02%
+675
212
$25K 0.02%
+400
213
$25K 0.02%
+120
214
$25K 0.02%
+260
215
$25K 0.02%
+135
216
$24K 0.02%
+500
217
$24K 0.02%
+600
218
$24K 0.02%
+600
219
$24K 0.02%
+436
220
$24K 0.02%
+324
221
$24K 0.02%
+1,590
222
$23K 0.02%
+200
223
$23K 0.02%
+130
224
$23K 0.02%
+633
225
$23K 0.02%
+300
7 8
9
10 11