TM
Tikvah Management Portfolio holdings
AUM
$311M
This Quarter Return
+13.51%
1 Year Return
+44.39%
3 Year Return
+94.55%
5 Year Return
+101.2%
10 Year Return
+355.5%
AUM
$243M
AUM Growth
+$243M
(+16%)
Cap. Flow
+$12.6M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
83.31%
Holding
23
New
–
Increased
4
Reduced
–
Closed
–
Top Buys
| 1 |
Procore
PCOR
|
$6.2M |
| 2 |
SmartRent
SMRT
|
$2.36M |
| 3 |
ATYR
aTyr Pharma
ATYR
|
$2.33M |
| 4 |
PGRU
PropertyGuru Group Limited
PGRU
|
$1.68M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 30.49% |
| 2 | Technology | 21.76% |
| 3 | Communication Services | 15.75% |
| 4 | Consumer Discretionary | 14.96% |
| 5 | Industrials | 3.15% |
