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KIM

Karpus Investment Management Portfolio holdings

AUM $3.21B
1-Year Est. Return 6.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.83%
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
+$75.3M
2
+$63.4M
3
+$34.3M
4
AGAC.U
African Gold Acquisition Corp Units
AGAC.U
+$30M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$29.8M

Top Sells

1
+$103M
2
+$70.4M
3
+$58.2M
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 2.95%
3 Industrials 2.83%
4 Communication Services 1.69%
5 Technology 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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-387,154
353
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-23,515
354
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-102,287
355
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-15,677
356
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-139,828
357
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-1,952,184
358
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359
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-3,803
360
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-419,800
361
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-36,013
362
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-27,200
363
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-103,500
364
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-405,583
365
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-417,913
366
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-344,567
367
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-83,600
368
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-51,350
369
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-306,919
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