TFCM
Taylor Frigon Capital Management Portfolio holdings
AUM
$188M
This Quarter Return
+5.15%
1 Year Return
+26.81%
3 Year Return
+108.08%
5 Year Return
+216.92%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
25.56%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
QuickLogic
QUIK
|
$5.37M |
| 2 |
MLNX
Mellanox Technologies, Ltd.
MLNX
|
$3.69M |
| 3 |
Arista Networks
ANET
|
$3.59M |
| 4 |
Tower Semiconductor
TSEM
|
$3.54M |
| 5 |
ECHO
Echo Global Logistics, Inc.
ECHO
|
$2.98M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 33.32% |
| 2 | Real Estate | 11.65% |
| 3 | Industrials | 10.92% |
| 4 | Financials | 10.74% |
| 5 | Healthcare | 10.33% |
