TSMHT

Thurston Springer Miller Herd & Titak Portfolio holdings

AUM $50.5M
1-Year Est. Return 19.83%
This Quarter Est. Return
1 Year Est. Return
+19.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$495M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,707
New
Increased
Reduced
Closed

Top Buys

1 +$17.9M
2 +$11.1M
3 +$9.74M
4
MSFT icon
Microsoft
MSFT
+$6.41M
5
AMZN icon
Amazon
AMZN
+$3.96M

Top Sells

1 +$1.23M
2 +$1.12M
3 +$569K
4
UGL icon
ProShares Ultra Gold
UGL
+$528K
5
TJX icon
TJX Companies
TJX
+$401K

Sector Composition

1 Technology 26.22%
2 Industrials 9.54%
3 Financials 8.23%
4 Healthcare 7.73%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$30.1K 0.01%
390
602
$29.7K 0.01%
466
603
$29.6K 0.01%
804
+203
604
$29.5K 0.01%
+580
605
$29.4K 0.01%
500
+195
606
$29.3K 0.01%
145
607
$29.1K 0.01%
518
+76
608
$29K 0.01%
152
+76
609
$29K 0.01%
+358
610
$29K 0.01%
+5,000
611
$29K 0.01%
1,010
612
$28.6K 0.01%
684
+141
613
$28.5K 0.01%
1,300
614
$28.2K 0.01%
+761
615
$28.2K 0.01%
640
+304
616
$27.8K 0.01%
300
617
$27.8K 0.01%
+1,000
618
$27.7K 0.01%
237
-3
619
$27.4K 0.01%
410
620
$27.2K 0.01%
302
-13
621
$27.2K 0.01%
+850
622
$27.1K 0.01%
400
623
$27K 0.01%
800
+113
624
$26.9K 0.01%
383
+138
625
$26.9K 0.01%
106
+70