TG

Threshold Group Portfolio holdings

AUM $125M
1-Year Est. Return 14.58%
This Quarter Est. Return
1 Year Est. Return
+14.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$75.6M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$10.5M
3 +$7.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.08M

Top Sells

No sells this quarter

Sector Composition

1 Materials 4.31%
2 Technology 0.45%
3 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$186K 0.25%
+3,514
27
$157K 0.21%
+3,685