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
$148M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$2.09M
3
+$1.58M
4
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$1.5M
5
THRM icon
Gentherm
THRM
+$1.36M

Top Sells

1
+$4.14M
2
+$2.5M
3
+$2.5M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.08M
5
IYR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$32K 0.02%
635
202
$32K 0.02%
+370
203
$32K 0.02%
584
+6
204
$31K 0.02%
302
205
$31K 0.02%
600
206
$31K 0.02%
+646
207
$30K 0.02%
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$30K 0.02%
509
+4
209
$29K 0.02%
444
210
$29K 0.02%
318
+88
211
$29K 0.02%
600
-2,100
212
$28K 0.02%
288
213
$28K 0.02%
300
214
$28K 0.02%
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$28K 0.02%
502
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$28K 0.02%
300
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$27K 0.02%
300
-300
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$26K 0.02%
+50
219
$26K 0.02%
1,051
+6
220
$26K 0.02%
421
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$25K 0.02%
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$25K 0.02%
+595
223
$24K 0.02%
500
224
$24K 0.02%
300
225
$24K 0.02%
600
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