We are live on ! Find out more
T

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
76
$426K 0.17%
460
+230
77
$423K 0.17%
3,036
+1,518
78
$412K 0.16%
16,128
+584
79
$406K 0.16%
17,278
+411
80
$400K 0.16%
+1,174
81
$399K 0.16%
+1,858
82
$395K 0.16%
+7,798
83
$391K 0.16%
+2,000
84
$380K 0.15%
+4,552
85
$378K 0.15%
+5,787
86
$373K 0.15%
+1,612
87
$356K 0.14%
29,803
+14,662
88
$351K 0.14%
+3,510
89
$350K 0.14%
+2,490
90
$349K 0.14%
10,648
+1,161
91
$343K 0.14%
+3,680
92
$336K 0.13%
1,810
+305
93
$335K 0.13%
+5,064
94
$328K 0.13%
2,446
-1,724
95
$324K 0.13%
+986
96
$301K 0.12%
+4,011
97
$296K 0.12%
+1,340
98
$279K 0.11%
11,926
+932
99
$273K 0.11%
8,708
-4,262
100
$270K 0.11%
5,636
-5,308
2 3
4
5 6