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
1
$5.3M 3.62%
122,393
+5,294
2
$4.88M 3.33%
103,410
+9,160
3
$4.1M 2.8%
148,828
+15,116
4
$3.85M 2.63%
51,817
+1,817
5
$3.7M 2.53%
27,627
-304
6
$3.63M 2.48%
31,240
+785
7
$3.41M 2.33%
109,604
+7,425
8
$3.3M 2.25%
96,425
+13,902
9
$3.27M 2.23%
73,858
+2,558
10
$3.08M 2.1%
74,179
+1,302
11
$3.04M 2.08%
374,544
-73,960
12
$3.02M 2.06%
123,970
+4,065
13
$2.96M 2.02%
25,659
+22,787
14
$2.95M 2.01%
71,564
+4,060
15
$2.89M 1.97%
22,135
+3,985
16
$2.82M 1.93%
23,802
+318
17
$2.8M 1.91%
38,478
+425
18
$2.79M 1.9%
37,763
+3,780
19
$2.74M 1.87%
30,517
+30,187
20
$2.65M 1.81%
93,146
+22,748
21
$2.61M 1.78%
23,884
+17,404
22
$2.58M 1.76%
66,815
+6,675
23
$2.52M 1.72%
+79,000
24
$2.44M 1.66%
83,920
+75,673
25
$2.31M 1.58%
18,855
+1,147