KCM
Karp Capital Management Portfolio holdings
AUM
$489M
1-Year Return
12.58%
This Quarter Return
-0.9%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$148M
AUM Growth
+$628K
(+0.43%)
Cap. Flow
+$2.82M
Cap. Flow
% of AUM
1.9%
Top 10 Holdings %
Top 10 Hldgs %
28.12%
Holding
420
New
46
Increased
120
Reduced
37
Closed
31
Top Buys
| 1 |
SPDR S&P Regional Banking ETF
KRE
|
+$2.98M |
| 2 |
TEGNA Inc
TGNA
|
+$2.09M |
| 3 |
American Airlines Group
AAL
|
+$1.58M |
| 4 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
+$1.5M |
| 5 |
Gentherm
THRM
|
+$1.36M |
Top Sells
| 1 |
iShares US Transportation ETF
IYT
|
+$4.14M |
| 2 |
PF
Pinnacle Foods, Inc.
PF
|
+$2.51M |
| 3 |
iShares S&P 100 ETF
OEF
|
+$2.5M |
| 4 |
iShares China Large-Cap ETF
FXI
|
+$2.08M |
| 5 |
iShares US Real Estate ETF
IYR
|
+$1.77M |
Sector Composition
| 1 | Financials | 9.65% |
| 2 | Industrials | 7.36% |
| 3 | Consumer Staples | 4.99% |
| 4 | Technology | 4.55% |
| 5 | Communication Services | 4.44% |
