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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
$2.15B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$19.8M
3
+$18M
4
JQC icon
Nuveen Credit Strategies Income Fund
JQC
+$17.6M
5
GRX
Gabelli Healthcare & Wellness Trust
GRX
+$8.08M

Top Sells

1
+$30M
2
+$17.6M
3
+$15M
4
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$14.3M
5
CFP
CORNERSTONE PROGRESSIVE RETURN FD COM
CFP
+$9.72M

Sector Composition

1 Financials 1.74%
2 Industrials 0.49%
3 Consumer Staples 0.09%
4 Technology 0.06%
5 Energy 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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-13,078
202
– –
-41,200
203
– –
-42,654
204
– –
-13,940
205
– –
-32,149
206
– –
-4,600
207
– –
-14,575
208
– –
-21,906
209
– –
-634,444
210
– –
-638,802
211
– –
-79,618
212
– –
-30,500
5 6 7 8
9