We are live on ! Find out more
TM

Titan Managers Portfolio holdings

AUM $63.6M
1-Year Est. Return 0.03%
This Fund
S&P 500
This Quarter Est. Return
+0.93%
1 Year Est. Return
+0.03%
3 Year Est. Return
+2.57%
5 Year Est. Return
+40.82%
10 Year Est. Return
AUM
$103M
AUM Growth
-$2.44M
Cap. Flow
-$3.36M
Cap. Flow %
-3.26%
Top 10 Hldgs %
100%
Holding
50
New
Increased
2
Reduced
5
Closed
42

Sector Composition

Rank Sector Weight
1 Communication Services 0%
2 Consumer Discretionary 0%
3 Consumer Staples 0%
4 Energy 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$26.7M 25.92%
291,622
-17,116
-6% -$1.57M
SHV icon
2
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$26.5M 25.71%
239,504
-3,368
-1% -$372K
SHY icon
3
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$19.9M 19.3%
234,552
+80
+0% +$6.78K
IEF icon
4
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$17.5M 17.02%
156,000
-25
-0% -$2.79K
IAU icon
5
iShares Gold Trust
IAU
$62.9B
$10.4M 10.11%
369,436
-1,518
-0.4% -$42.8K
TLT icon
6
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$1.25M 1.22%
8,774
+802
+10% +$111K
SPTI icon
7
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
$516K 0.5%
16,490
GLD icon
8
SPDR Gold Trust
GLD
$131B
$232K 0.23%
1,668
-77
-4% -$10.7K
AAPL icon
9
Apple
AAPL
$4.54T
-196
Closed -$10K
ABT icon
10
Abbott
ABT
$183B
-200
Closed -$17K
AMGN icon
11
Amgen
AMGN
$208B
-50
Closed -$9K
BDX icon
12
Becton Dickinson
BDX
$45.6B
-51
Closed -$13K
BRK.B icon
13
Berkshire Hathaway Class B
BRK.B
$1.1T
-170
Closed -$36K
CCL icon
14
Carnival Corporation Ltd
CCL
$38.1B
-100
Closed -$5K
CGC
15
Canopy Growth
CGC
$387M
-15
Closed -$6K
CSCO icon
16
Cisco
CSCO
$457B
-380
Closed -$21K
FLRN icon
17
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.08B
-483
Closed -$15K
ITA icon
18
iShares US Aerospace & Defense ETF
ITA
$14.2B
-336
Closed -$36K
IWF icon
19
iShares Russell 1000 Growth ETF
IWF
$121B
-836
Closed -$33K
IWP icon
20
iShares Russell Mid-Cap Growth ETF
IWP
$19.8B
-436
Closed -$31K
JNJ icon
21
Johnson & Johnson
JNJ
$618B
-150
Closed -$21K
JPM icon
22
JPMorgan Chase
JPM
$935B
-315
Closed -$35K
LLY icon
23
Eli Lilly
LLY
$1.02T
-185
Closed -$20K
MCD icon
24
McDonald's
MCD
$192B
-200
Closed -$42K
MO icon
25
Altria Group
MO
$114B
-935
Closed -$44K

Similar funds

Titan Managers's Q3 2019 Portfolio in Review

As of Q3 2019, Titan Managers held 50 positions worth $103M, down 2.3% from $106M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Titan Managers withdrew a net $3.36M in Q3 2019, closing 42 positions and reducing 5 holdings. Its most notable exit was Rockwell Automation, an estimated $190K position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 0% of assets, down from 0.06% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

Against the trend, Titan Managers added an estimated $111K to iShares 20+ Year Treasury Bond ETF.

  • Titan Managers added most to iShares 20+ Year Treasury Bond ETF in Q3 2019, an estimated $111K increase.
  • Titan Managers's biggest Q3 2019 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $1.57M.
  • Titan Managers fully exited Rockwell Automation in Q3 2019, selling an estimated $190K.
  • Titan Managers's ten largest holdings make up 100% of its $103M portfolio in Q3 2019.
  • Titan Managers opened 0 new positions and closed 42 in Q3 2019.
  • Titan Managers's portfolio value fell 2.3% quarter-over-quarter to $103M.

Based on Titan Managers's 13F filing for Q3 2019, filed 4 Nov 2019.