TPM

Totem Point Management Portfolio holdings

AUM $95M
1-Year Est. Return 85.21%
This Quarter Est. Return
1 Year Est. Return
+85.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$4.32M
2
+$4.05M
3
+$3.94M
4
BILL icon
BILL Holdings
BILL
+$2.76M
5
MSCI icon
MSCI
MSCI
+$2.35M

Top Sells

1
+$5.37M
2
+$3.21M
3
+$2.9M
4
SLB icon
SLB Limited
SLB
+$1.62M
5
WDC icon
Western Digital
WDC
+$1.09M

Sector Composition

1 Technology 74.88%
2 Financials 14.48%
3 Communication Services 10.64%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 21.88%
629,731
+214,331
2
$8.98M 15.48%
64,417
+29,094
3
$7.57M 13.05%
92,398
+48,118
4
$6.17M 10.64%
45,987
+7,618
5
$6.04M 10.42%
19,790
+1,558
6
$5.6M 9.66%
89,825
+34,398
7
$2.76M 4.76%
+20,866
8
$2.35M 4.06%
+5,575
9
$2.22M 3.83%
+24,985
10
$1.96M 3.37%
45,585
+42,054
11
$1.64M 2.84%
+11,894
12
– –
-70,233
13
– –
-134,202
14
– –
-45,344
15
– –
-63,908
16
– –
-32,236