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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
$1.57B
AUM Growth
+$136M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$18M
3
+$14.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M
5
BNA
BLACKROCK INCOME OPPORTUNITY TRUST INC
BNA
+$7.22M

Top Sells

1
+$51.1M
2
+$42.9M
3
+$19.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$17.6M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$9.08M

Sector Composition

1 Financials 1.33%
2 Industrials 0.47%
3 Technology 0.08%
4 Real Estate 0.04%
5 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.01M 0.26%
33,042
+1,625
77
$3.89M 0.25%
179,333
+84,087
78
$3.89M 0.25%
247,721
+113,840
79
$3.78M 0.24%
215,450
+168,593
80
$3.53M 0.23%
79,168
81
$3.47M 0.22%
207,391
+31,803
82
$3.29M 0.21%
286,442
+206,580
83
$3.24M 0.21%
313,303
+63,710
84
$3.2M 0.2%
167,094
+12,743
85
$3.01M 0.19%
255,679
+136,522
86
$3.01M 0.19%
200,844
+35,357
87
$2.95M 0.19%
+190,502
88
$2.94M 0.19%
176,649
+139,371
89
$2.91M 0.19%
154,861
-25,186
90
$2.87M 0.18%
143,072
+3,720
91
$2.86M 0.18%
219,320
-21,832
92
$2.85M 0.18%
232,310
+139,564
93
$2.81M 0.18%
+245,237
94
$2.62M 0.17%
147,063
+135,380
95
$2.6M 0.17%
140,045
+51,728
96
$2.56M 0.16%
53,505
+19,010
97
$2.55M 0.16%
53,278
-5,251
98
$2.53M 0.16%
476,012
+456,137
99
$2.32M 0.15%
138,546
+94,952
100
$2.26M 0.14%
296,318
+239,983
2 3
4
5 6