TFCM

Taylor Frigon Capital Management Portfolio holdings

AUM $201M
1-Year Est. Return 27.29%
This Quarter Est. Return
1 Year Est. Return
+27.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$2.97M
2
+$2.58M
3
+$1.63M
4
SYY icon
Sysco
SYY
+$1.59M
5
CBZ icon
CBIZ
CBZ
+$1.42M

Top Sells

1
+$3.6M
2
+$2.82M
3
+$2.06M
4
CVNA icon
Carvana
CVNA
+$2M
5
WIX icon
WIX.com
WIX
+$1.93M

Sector Composition

1 Technology 32.57%
2 Healthcare 15.58%
3 Consumer Discretionary 12.85%
4 Financials 11.9%
5 Industrials 11.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.84M 0.92%
101,343
-3,162
52
$1.82M 0.91%
9,607
-293
53
$1.81M 0.9%
15,399
-535
54
$1.8M 0.9%
105,256
-5,131
55
$1.75M 0.87%
14,722
-427
56
$1.74M 0.87%
48,652
-1,180
57
$1.71M 0.85%
2,057
+2
58
$1.7M 0.85%
70,129
+3,255
59
$1.66M 0.83%
4,606
-146
60
$1.66M 0.83%
45,171
-1,171
61
$1.64M 0.82%
19,882
-543
62
$1.63M 0.81%
9,598
+194
63
$1.63M 0.81%
9,418
-258
64
$1.63M 0.81%
+15,168
65
$1.62M 0.81%
79,239
+22
66
$1.61M 0.8%
31,786
-851
67
$1.59M 0.79%
27,380
+245
68
$1.59M 0.79%
+20,354
69
$1.59M 0.79%
18,154
-466
70
$1.58M 0.79%
3,427
-84
71
$1.54M 0.77%
32,695
-911
72
$1.52M 0.76%
6,281
+106
73
$1.52M 0.76%
23,049
-552
74
$1.51M 0.75%
19,836
+429
75
$1.48M 0.74%
11,014
-76
1 2
3
4