TA
Tiptree Advisors Portfolio holdings
AUM
$172M
1-Year Est. Return
86.65%
This Fund
S&P 500
1 Year Est. Return
+86.65%
AUM
$172M
AUM Growth
-$1.1M
(-0.63%)
Holding
27
Top Buys
| 1 | +$8M | |
| 2 | +$6.71M | |
| 3 | +$5.48M | |
| 4 |
TeraWulf
WULF
|
+$5.31M |
| 5 |
Olin
OLN
|
+$5.01M |
Top Sells
| 1 | +$8.96M | |
| 2 | +$7.46M | |
| 3 | +$7.27M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$5.14M |
| 5 |
Kinetik
KNTK
|
+$4.33M |
Sector Composition
| 1 | Communication Services | 34.12% |
| 2 | Industrials | 16.07% |
| 3 | Technology | 13.89% |
| 4 | Financials | 12.08% |
| 5 | Consumer Discretionary | 9.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
MSCI
MSCI
$45.9B
| – | – |
-2,000
|
|
||
|
WAY
27
Waystar Holding Corp
WAY
$3.99B
| – | – |
-50,000
|
|