1M

13D Management Portfolio holdings

AUM $110M
1-Year Est. Return 23.02%
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$7.37M
3 +$6.21M
4
HHH icon
Howard Hughes
HHH
+$1.76M
5
MED icon
Medifast
MED
+$608K

Top Sells

1 +$18.1M
2 +$16.3M
3 +$12.8M
4
HAIN icon
Hain Celestial
HAIN
+$4.46M
5
PZZA icon
Papa John's
PZZA
+$2.87M

Sector Composition

1 Technology 28.07%
2 Consumer Discretionary 17.77%
3 Industrials 13.72%
4 Healthcare 10.86%
5 Financials 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.59M 1.74%
699,443
+42,491
27
$544K 0.26%
74,396
+4,520
28
-496,900
29
-266,147
30
-1,082,600