TIMH

Tilt Investment Management Holdings Portfolio holdings

AUM $92.6M
1-Year Est. Return 28.92%
This Quarter Est. Return
1 Year Est. Return
+28.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$641K
3
+$524K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$485K
5
PGR icon
Progressive
PGR
+$415K

Top Sells

1
+$838K
2
+$769K
3
+$660K
4
COP icon
ConocoPhillips
COP
+$647K
5
MDLZ icon
Mondelez International
MDLZ
+$496K

Sector Composition

1 Technology 37.21%
2 Healthcare 22.62%
3 Industrials 12.96%
4 Financials 6.51%
5 Utilities 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,636
152
– –
-1,209
153
– –
-3,510
154
– –
-10,500
155
– –
-7,174
156
– –
-9,458
157
– –
-3,836
158
– –
-8,190
159
– –
-2,644
160
– –
-6,514
3 4 5 6
7