KIM

Karpus Investment Management Portfolio holdings

AUM $3.26B
1-Year Est. Return 8.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
222
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.1M
3
+$11.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11M
5
BTZ icon
BlackRock Credit Allocation Income Trust
BTZ
+$9.1M

Top Sells

1
+$32M
2
+$12.5M
3
+$11.2M
4
MBB icon
iShares MBS ETF
MBB
+$9.68M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$9.15M

Sector Composition

1 Financials 1.66%
2 Industrials 0.45%
3 Technology 0.05%
4 Consumer Staples 0.03%
5 Energy 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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