TM

Thrax Management Portfolio holdings

AUM $265M
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$58.6M
2
+$51M
3
+$23.7M
4
CRM icon
Salesforce
CRM
+$22.1M
5
META icon
Meta Platforms (Facebook)
META
+$21.5M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 46.67%
2 Technology 24%
3 Consumer Discretionary 14.25%
4 Financials 6.54%
5 Real Estate 6.07%
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