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KIM
Karpus Investment Management Portfolio holdings
AUM
$3.21B
1-Year Est. Return
6.83%
This Fund
S&P 500
1 Year Est. Return
+6.83%
AUM
$3.18B
AUM Growth
-$5.79M
(-0.18%)
Holding
395
Top Buys
| 1 | +$46M | |
| 2 | +$33.1M | |
| 3 | +$30.9M | |
| 4 |
FINS
Angel Oak Financial Strategies Income Term Trust
FINS
|
+$13.1M |
| 5 |
Nuveen California Quality Municipal Income Fund
NAC
|
+$11.4M |
Top Sells
| 1 | +$45.8M | |
| 2 | +$33.5M | |
| 3 | +$13.8M | |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
+$12.3M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$10.7M |
Sector Composition
| 1 | Financials | 11.96% |
| 2 | Technology | 1.43% |
| 3 | Industrials | 0.86% |
| 4 | Healthcare | 0.59% |
| 5 | Consumer Discretionary | 0.57% |