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
751
$14.1K ﹤0.01%
+122
752
$14K ﹤0.01%
1,085
+300
753
$14K ﹤0.01%
325
754
$13.9K ﹤0.01%
183
755
$13.7K ﹤0.01%
148
756
$13.7K ﹤0.01%
146
+139
757
$13.7K ﹤0.01%
143
758
$13.4K ﹤0.01%
206
759
$13.3K ﹤0.01%
200
760
$13.3K ﹤0.01%
28
761
$13K ﹤0.01%
108
+1
762
$13K ﹤0.01%
62
+3
763
$12.9K ﹤0.01%
345
764
$12.8K ﹤0.01%
277
765
$12.8K ﹤0.01%
+335
766
$12.8K ﹤0.01%
262
767
$12.8K ﹤0.01%
+845
768
$12.7K ﹤0.01%
318
769
$12.7K ﹤0.01%
60
770
$12.7K ﹤0.01%
81
771
$12.7K ﹤0.01%
350
772
$12.6K ﹤0.01%
1,000
773
$12.6K ﹤0.01%
259
+212
774
$12.6K ﹤0.01%
1,234
775
$12.5K ﹤0.01%
78
+48