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PRTG

Post Resch Tallon Group Portfolio holdings

AUM $124M
1-Year Est. Return 16.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$795K
2
+$197K
3
+$188K
4
NVS icon
Novartis
NVS
+$188K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$184K

Top Sells

1
+$398K
2
+$301K
3
+$249K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$224K
5
PEP icon
PepsiCo
PEP
+$222K

Sector Composition

1 Technology 10.9%
2 Real Estate 6.31%
3 Healthcare 6.21%
4 Financials 4.14%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-3,466
102
– –
-3,555
103
– –
-2,120
104
– –
-3,950
105
– –
-1,500
106
– –
-2,514
107
– –
-12,121
108
– –
-1,492
109
– –
-1,350
110
– –
-150,000
1 2 3 4
5