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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
$1.74B
AUM Growth
-$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$23.4M
3
+$21.4M
4
PVI icon
Invesco Floating Rate Municipal Income ETF
PVI
+$18.7M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$15.1M

Top Sells

1
+$25.8M
2
+$19.6M
3
+$18.4M
4
HEWJ icon
iShares Currency Hedged MSCI Japan ETF
HEWJ
+$14.1M
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$13.3M

Sector Composition

1 Financials 4.06%
2 Industrials 1.58%
3 Energy 1.13%
4 Technology 0.59%
5 Consumer Discretionary 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-298,614
177
– –
-31,531
178
– –
-1,464
179
– –
-4,700
180
– –
-195,649
4 5 6 7
8