TA
Tiptree Advisors Portfolio holdings
AUM
$173M
1-Year Est. Return
79.55%
This Fund
S&P 500
1 Year Est. Return
+79.55%
AUM
$173M
AUM Growth
+$13.5M
(+8.5%)
Holding
27
Top Buys
| 1 | +$13.4M | |
| 2 | +$11.6M | |
| 3 | +$7.04M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$6.57M |
| 5 |
EchoStar
SATS
|
+$6.18M |
Top Sells
| 1 | +$10.3M | |
| 2 | +$7.95M | |
| 3 | +$6.92M | |
| 4 |
Core Scientific
CORZ
|
+$5.51M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$5.44M |
Sector Composition
| 1 | Communication Services | 41.7% |
| 2 | Financials | 16.75% |
| 3 | Technology | 12.39% |
| 4 | Industrials | 9.26% |
| 5 | Consumer Discretionary | 8.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Iris Energy
IREN
$12.6B
| – | – |
-220,000
|
|
||
|
GAP
27
The Gap Inc
GAP
$9.87B
| – | – |
-173,300
|
|