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
$146M
AUM Growth
-$1.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$2.71M
2
+$2.63M
3
+$2.52M
4
EWD icon
iShares MSCI Sweden ETF
EWD
+$2.2M
5
GIS icon
General Mills
GIS
+$1.94M

Top Sells

1
+$4.81M
2
+$3.4M
3
+$2.09M
4
BBH icon
VanEck Biotech ETF
BBH
+$2.07M
5
SCTY
SolarCity Corporation
SCTY
+$1.74M

Sector Composition

1 Financials 9.32%
2 Industrials 9.21%
3 Communication Services 6.84%
4 Consumer Staples 5.88%
5 Technology 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$31K 0.02%
657
202
$31K 0.02%
400
203
$30K 0.02%
+550
204
$29K 0.02%
135
205
$29K 0.02%
+235
206
$28K 0.02%
600
-300
207
$28K 0.02%
1,058
+7
208
$27K 0.02%
+650
209
$27K 0.02%
550
+129
210
$27K 0.02%
250
-150
211
$26K 0.02%
288
212
$25K 0.02%
833
+200
213
$25K 0.02%
263
+1
214
$25K 0.02%
925
215
$24K 0.02%
595
216
$23K 0.02%
268
217
$23K 0.02%
850
218
$23K 0.02%
50
219
$22K 0.02%
300
220
$22K 0.02%
333
221
$22K 0.02%
300
222
$22K 0.02%
800
223
$21K 0.01%
500
224
$21K 0.01%
130
225
$21K 0.01%
260
7 8
9
10 11