TM

Tikvah Management Portfolio holdings

AUM $311M
1-Year Est. Return 44.39%
This Quarter Est. Return
1 Year Est. Return
+44.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$41K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1 +$907K
2 +$32.2K

Top Sells

1 +$159K

Sector Composition

1 Technology 25.53%
2 Financials 24.76%
3 Healthcare 7.6%
4 Communication Services 5.51%
5 Consumer Staples 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$37.9M 26.67%
192,214
2
$14.1M 9.91%
68
3
$12.5M 8.82%
405,000
4
$10.8M 7.6%
95,197
5
$10.3M 7.22%
601,527
6
$10.2M 7.19%
55,591
7
$9.43M 6.64%
231,250
8
$8.83M 6.22%
474,086
+48,710
9
$8.41M 5.92%
369,425
10
$7.82M 5.51%
269,458
11
$3.23M 2.27%
115,000
12
$2.97M 2.09%
440,654
-23,660
13
$2.47M 1.74%
39,416
14
$1.26M 0.89%
80,445
+2,047
15
$1.23M 0.87%
12,450
16
$636K 0.45%
13,812