TSMHT

Thurston Springer Miller Herd & Titak Portfolio holdings

AUM $287M
1-Year Est. Return 22.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$287M
AUM Growth
+$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,390
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$7.58M
3 +$7.26M
4
NVDA icon
NVIDIA
NVDA
+$6.87M
5
AAPL icon
Apple
AAPL
+$6.68M

Top Sells

1 +$328K
2 +$213K
3 +$169K
4
CMCSA icon
Comcast
CMCSA
+$115K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$74.3K

Sector Composition

1 Technology 22.19%
2 Industrials 7.9%
3 Healthcare 7.4%
4 Financials 7.39%
5 Consumer Discretionary 5.29%