KIM
Karpus Investment Management Portfolio holdings
AUM
$3.1B
This Quarter Return
-3.12%
1 Year Return
+4.36%
3 Year Return
+17.67%
5 Year Return
+23.9%
10 Year Return
+42.07%
AUM
$1.43B
AUM Growth
–
Cap. Flow
+$1.43B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
44.96%
Holding
167
New
167
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$130M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$120M |
| 3 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$78.1M |
| 4 |
ACG
ALLIANCEBERNSTEIN INCOME FUND INC.
ACG
|
$63.3M |
| 5 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
$63M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.44% |
| 2 | Technology | 0.09% |
| 3 | Real Estate | 0.06% |
| 4 | Consumer Staples | 0.03% |
| 5 | Energy | 0.03% |
