TCM
Tanaka Capital Management Portfolio holdings
AUM
$42M
1-Year Return
55.15%
This Quarter Return
+9.58%
1 Year Return
+55.15%
3 Year Return
+143.07%
5 Year Return
+988.77%
10 Year Return
+1,815.39%
AUM
$40.6M
AUM Growth
-$273K
(-0.67%)
Cap. Flow
-$1.53M
Cap. Flow
% of AUM
-3.78%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
49
New
–
Increased
8
Reduced
12
Closed
1
Top Buys
| 1 |
Corcept Therapeutics
CORT
|
$1.35M |
| 2 |
NVIDIA
NVDA
|
$634K |
| 3 |
Stifel
SF
|
$246K |
| 4 |
Carlyle Group
CG
|
$228K |
| 5 |
PepsiCo
PEP
|
$186K |
Top Sells
| 1 |
Apple
AAPL
|
$2.97M |
| 2 |
Tesla
TSLA
|
$759K |
| 3 |
Onto Innovation
ONTO
|
$190K |
| 4 |
Chart Industries
GTLS
|
$107K |
| 5 |
Qualcomm
QCOM
|
$93.1K |
Sector Composition
| 1 | Technology | 37.42% |
| 2 | Energy | 16.07% |
| 3 | Financials | 13.73% |
| 4 | Healthcare | 13.55% |
| 5 | Industrials | 7.81% |
