TG
Threshold Group Portfolio holdings
AUM
$125M
This Quarter Return
+2.27%
1 Year Return
+14.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
+$113M
(+9%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
6.16%
Top 10 Holdings %
Top 10 Hldgs %
75.61%
Holding
41
New
6
Increased
15
Reduced
11
Closed
1
Top Buys
| 1 |
iShares Russell 1000 ETF
IWB
|
$2.4M |
| 2 |
SPDR Gold Trust
GLD
|
$2.15M |
| 3 |
Vanguard Extended Market ETF
VXF
|
$1.76M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$1.49M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
$800K |
Top Sells
Sector Composition
| 1 | Materials | 3.16% |
| 2 | Industrials | 1.13% |
| 3 | Energy | 0.91% |
| 4 | Communication Services | 0.22% |
| 5 | Healthcare | 0.19% |
