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
$248M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.65M
3
+$2.53M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$2.47M
5
BABA icon
Alibaba
BABA
+$1.79M

Top Sells

1
+$3.44M
2
+$3.35M
3
+$2.81M
4
HEWG
iShares Currency Hedged MSCI Germany ETF
HEWG
+$2.7M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$2.55M

Sector Composition

1 Industrials 8.85%
2 Financials 4.91%
3 Technology 4.66%
4 Communication Services 3.92%
5 Consumer Discretionary 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8M 3.22%
80,818
+3,476
2
$7.66M 3.09%
186,588
-402
3
$7.63M 3.07%
400,456
+1,400
4
$6.54M 2.63%
106,370
-2,478
5
$6.46M 2.6%
332,217
+5,354
6
$6.39M 2.57%
132,358
+5,675
7
$6.11M 2.46%
32,078
-305
8
$5.89M 2.37%
61,943
+290
9
$5.65M 2.28%
138,465
+9,522
10
$5.22M 2.1%
51,644
+8,945
11
$5.13M 2.07%
166,428
+13,350
12
$4.95M 2%
42,196
+3,978
13
$4.8M 1.93%
44,941
+2,470
14
$4.61M 1.86%
109,173
+3,501
15
$4.54M 1.83%
21,011
-388
16
$4.5M 1.82%
38,839
-1,464
17
$4.05M 1.63%
56,040
+960
18
$4.05M 1.63%
78,080
+1,800
19
$3.99M 1.61%
57,240
+3,465
20
$3.75M 1.51%
31,135
+595
21
$3.48M 1.4%
57,273
+7,104
22
$3.47M 1.4%
53,780
-1,374
23
$3.33M 1.34%
+64,529
24
$3.29M 1.33%
53,578
-375
25
$3.28M 1.32%
38,292
+2,792
1
2 3 4 5