TC

Taika Capital Portfolio holdings

AUM $131M
1-Year Est. Return 36.22%
This Quarter Est. Return
1 Year Est. Return
+36.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$5.17M
3
+$3.91M
4
A icon
Agilent Technologies
A
+$3.81M
5
V icon
Visa
V
+$3.77M

Top Sells

1
+$6.47M
2
+$4.48M
3
+$4.32M
4
DHI icon
D.R. Horton
DHI
+$3.85M
5
AFG icon
American Financial Group
AFG
+$3.69M

Sector Composition

1 Technology 29.4%
2 Industrials 16.76%
3 Financials 15.77%
4 Consumer Discretionary 10.52%
5 Healthcare 9.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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66
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67
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