KCM
Karp Capital Management Portfolio holdings
AUM
$489M
This Quarter Return
+2.7%
1 Year Return
-12.58%
3 Year Return
+21.26%
5 Year Return
+49.22%
10 Year Return
–
AUM
$156M
AUM Growth
+$156M
(+4%)
Cap. Flow
+$2.94M
Cap. Flow
% of AUM
1.88%
Top 10 Holdings %
Top 10 Hldgs %
29.52%
Holding
90
New
10
Increased
19
Reduced
42
Closed
15
Top Buys
| 1 |
iShares Russell 2000 Growth ETF
IWO
|
$3.76M |
| 2 |
iShares Russell 2000 ETF
IWM
|
$2.93M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$2.55M |
| 4 |
iShares MSCI Pacific ex Japan ETF
EPP
|
$2.37M |
| 5 |
Church & Dwight Co
CHD
|
$2.27M |
Top Sells
| 1 |
Home Depot
HD
|
$3.34M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$2.52M |
| 3 |
Walt Disney
DIS
|
$2.44M |
| 4 |
Nike
NKE
|
$2.24M |
| 5 |
PAY
Verifone Systems Inc
PAY
|
$1.94M |
Sector Composition
| 1 | Communication Services | 7.38% |
| 2 | Industrials | 4.85% |
| 3 | Financials | 4.32% |
| 4 | Consumer Staples | 3.65% |
| 5 | Technology | 3.33% |
