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Tableaux Portfolio holdings

AUM $206M
1-Year Est. Return 21.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$6.72M
3
+$4.43M
4
IYW icon
iShares US Technology ETF
IYW
+$3.73M
5
JTEK icon
JPMorgan US Tech Leaders ETF
JTEK
+$3.26M

Top Sells

1
+$3.17M
2
+$2.42M
3
+$1.73M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.66M
5
CACI icon
CACI
CACI
+$1.47M

Sector Composition

1 Technology 4.56%
2 Industrials 4.17%
3 Financials 3.66%
4 Consumer Discretionary 1.86%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.86%
61,896
+22,102
27
$2.03M 0.81%
9,232
+4,376
28
$2.01M 0.81%
45,556
+6,570
29
$2M 0.8%
40,024
-3,364
30
$1.85M 0.74%
3,002
-1,487
31
$1.81M 0.73%
3,631
+1,816
32
$1.75M 0.7%
2,864
+1,307
33
$1.68M 0.67%
10,828
+2,979
34
$1.52M 0.61%
10,756
+5,378
35
$1.45M 0.58%
5,124
+636
36
$1.35M 0.54%
2,954
+1,402
37
$1.31M 0.53%
18,436
+9,218
38
$1.29M 0.52%
5,304
+744
39
$1.17M 0.47%
4,816
+2,406
40
$1.09M 0.44%
5,492
+2,746
41
$1.05M 0.42%
3,338
+1,171
42
$983K 0.39%
9,522
+4,761
43
$942K 0.38%
6,470
+3,235
44
$939K 0.38%
9,338
+4,669
45
$926K 0.37%
3,049
+1,530
46
$887K 0.36%
1,208
+574
47
$809K 0.32%
4,338
+2,159
48
$807K 0.32%
7,688
+3,844
49
$719K 0.29%
2,180
+1,090
50
$697K 0.28%
914
+457
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