KIM

Karpus Investment Management Portfolio holdings

AUM $3.16B
1-Year Est. Return 4.34%
This Quarter Est. Return
1 Year Est. Return
+4.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.31B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
369
New
Increased
Reduced
Closed

Top Buys

1
+$72.8M
2
+$60.6M
3
+$33.9M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$31.2M
5
AGAC.U
African Gold Acquisition Corp Units
AGAC.U
+$29.7M

Top Sells

1
+$103M
2
+$70.4M
3
+$58.4M
4
VUG icon
Vanguard Growth ETF
VUG
+$50.5M
5
FFAI
Faraday Future Intelligent Electric
FFAI
+$42.3M

Sector Composition

1 Financials 9.25%
2 Healthcare 2.99%
3 Industrials 2.81%
4 Communication Services 1.69%
5 Consumer Discretionary 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$258K 0.01%
+26,000
277
$250K 0.01%
+25,000
278
$249K 0.01%
+25,000
279
$243K 0.01%
+25,000
280
$243K 0.01%
+25,000
281
$241K 0.01%
+25,000
282
$241K 0.01%
+17,276
283
$229K 0.01%
+23,800
284
$224K 0.01%
+745,078
285
$204K 0.01%
+106
286
$190K 0.01%
+19,124
287
$189K 0.01%
+357,450
288
$179K 0.01%
+351,055
289
$177K 0.01%
17,981
290
$156K ﹤0.01%
13,174
-37,275
291
$148K ﹤0.01%
+15,350
292
$145K ﹤0.01%
+15,000
293
$138K ﹤0.01%
+14,123
294
$135K ﹤0.01%
11,450
295
$116K ﹤0.01%
+11,715
296
$108K ﹤0.01%
12,500
297
$103K ﹤0.01%
+10,000
298
$97K ﹤0.01%
+10,000
299
$94K ﹤0.01%
+201,426
300
$21K ﹤0.01%
+25,000
10 11
12
13 14