TSMHT
Thurston Springer Miller Herd & Titak Portfolio holdings
AUM
$242M
1-Year Est. Return
24.01%
This Fund
S&P 500
1 Year Est. Return
+24.01%
AUM
$242M
AUM Growth
-$44.7M
(-16%)
Holding
1,624
Top Buys
| 1 | +$795K | |
| 2 | +$613K | |
| 3 | +$598K | |
| 4 |
Curtiss-Wright
CW
|
+$482K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$482K |
Top Sells
| 1 | +$5.51M | |
| 2 | +$4.38M | |
| 3 | +$3.51M | |
| 4 |
ALPS O'Shares U.S. Quality Dividend ETF
OUSA
|
+$2.77M |
| 5 |
Apple
AAPL
|
+$1.61M |
Sector Composition
| 1 | Technology | 16.65% |
| 2 | Industrials | 8.09% |
| 3 | Financials | 6.28% |
| 4 | Healthcare | 4.88% |
| 5 | Consumer Discretionary | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1176
Vanguard Consumer Discretionary ETF
VCR
$6.06B
| – | – |
-629
|
|
||
1177
Wayfair
W
$9.91B
| – | – |
-3
|
|
||
1178
WesBanco
WSBC
$3.32B
| – | – |
-300
|
|