KS

Karpas Strategies Portfolio holdings

AUM $319M
1-Year Est. Return 14.42%
This Quarter Est. Return
1 Year Est. Return
+14.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$1.34M
3 +$154K
4
AAPL icon
Apple
AAPL
+$95K
5
MCD icon
McDonald's
MCD
+$54.9K

Sector Composition

1 Financials 22.69%
2 Healthcare 18.01%
3 Communication Services 13.09%
4 Utilities 10.11%
5 Energy 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$216K 0.1%
+2,568
102
$167K 0.08%
12,000
103
$148K 0.07%
18,179
-1,127
104
$132K 0.06%
10,800
105
$105K 0.05%
21,500