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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
51
$695K 0.28%
5,845
+2,922
52
$682K 0.27%
23,782
-86,152
53
$677K 0.27%
1,346
-3,436
54
$663K 0.27%
12,988
+3,837
55
$616K 0.25%
8,060
-6,611
56
$602K 0.24%
16,568
+8,284
57
$597K 0.24%
15,480
+4,151
58
$572K 0.23%
5,920
+2,960
59
$528K 0.21%
21,682
+1,103
60
$520K 0.21%
21,394
+795
61
$517K 0.21%
4,800
+2,400
62
$510K 0.2%
2,648
+1,324
63
$507K 0.2%
22,095
+941
64
$505K 0.2%
20,030
+549
65
$496K 0.2%
+1,764
66
$486K 0.19%
3,154
+1,577
67
$484K 0.19%
2,830
-2,515
68
$464K 0.19%
1,358
+679
69
$459K 0.18%
2,790
+1,395
70
$442K 0.18%
2,726
+1,313
71
$442K 0.18%
20,110
+1,449
72
$437K 0.18%
19,528
+1,384
73
$432K 0.17%
+1,066
74
$431K 0.17%
18,463
-1,380
75
$427K 0.17%
+3,564
1 2
3
4 5