KPC

Karst Peak Capital Portfolio holdings

AUM $8.61M
1-Year Est. Return 272.05%
This Quarter Est. Return
1 Year Est. Return
+272.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$27.2M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$3.13M

Top Sells

1 +$26M
2 +$11.6M

Sector Composition

1 Consumer Discretionary 69.44%
2 Healthcare 30.56%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$18.9M 69.44%
+138,000
2
$5.2M 19.07%
225,000
-1,124,185
3
$3.13M 11.49%
+568,965
4
-354,000