TF
Theory Financial Portfolio holdings
AUM
$264M
This Quarter Return
+5.56%
1 Year Return
+13.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$153M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
48.65%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.96% |
| 2 | Healthcare | 0.94% |
| 3 | Consumer Discretionary | 0.54% |
| 4 | Consumer Staples | 0.46% |
| 5 | Utilities | 0.19% |
