F8IS

Figure 8 Investment Strategies Portfolio holdings

AUM $112M
1-Year Est. Return 19.75%
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$7.74M
2 +$6.39M
3 +$6.31M
4
TT icon
Trane Technologies
TT
+$5.16M
5
TSM icon
TSMC
TSM
+$4.48M

Top Sells

No sells this quarter

Sector Composition

1 Technology 33.94%
2 Industrials 11.84%
3 Communication Services 11.83%
4 Financials 10.2%
5 Healthcare 9.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$242K 0.24%
+1,875
52
$234K 0.23%
+2,126
53
$208K 0.2%
+861