TCM

Tanaka Capital Management Portfolio holdings

AUM $42M
1-Year Est. Return 55.15%
This Quarter Est. Return
1 Year Est. Return
+55.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$39.5M
AUM Growth
-$797K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1 +$1.05M
2 +$713K
3 +$419K
4
HELE icon
Helen of Troy
HELE
+$339K
5
OSK icon
Oshkosh
OSK
+$135K

Top Sells

1 +$2.69M
2 +$1.93M
3 +$945K
4
YUM icon
Yum! Brands
YUM
+$715K
5
JBLU icon
JetBlue
JBLU
+$19.5K

Sector Composition

1 Healthcare 28.95%
2 Technology 23.95%
3 Industrials 12.74%
4 Consumer Staples 3.95%
5 Financials 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5K 0.01%
57
52
$4K 0.01%
235
53
$4K 0.01%
198
54
$1K ﹤0.01%
6
55
-11,038
56
-8,030
57
-46,830