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
$94.6M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.55M
3
+$4.38M
4
PEGA icon
Pegasystems
PEGA
+$4.17M
5
ADI icon
Analog Devices
ADI
+$4.02M

Top Sells

1
+$5.4M
2
+$2.17M
3
+$2.14M
4
CRWD icon
CrowdStrike
CRWD
+$1.44M
5
ANET icon
Arista Networks
ANET
+$1.36M

Sector Composition

1 Technology 52.28%
2 Financials 18.08%
3 Communication Services 16.68%
4 Consumer Discretionary 12.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.6M 12.26%
31,475
+1,597
2
$11.4M 12.04%
22,039
+1,353
3
$10.6M 11.22%
87,403
+36,077
4
$10.5M 11.14%
45,797
+17,466
5
$10.4M 10.95%
59,649
+10,289
6
$6.74M 7.12%
41,052
+22,643
7
$5.72M 6.04%
+9,806
8
$5.3M 5.61%
56,263
+48
9
$4.55M 4.81%
+1,081
10
$4.18M 4.42%
27,199
-2,913
11
$4.17M 4.4%
+114,006
12
$2.82M 2.98%
3,155
-2,430
13
$2.4M 2.53%
+25,794
14
$1.71M 1.81%
+9,720
15
$1.43M 1.51%
19,735
+7,829
16
$1.07M 1.13%
+20,326
17
– –
-3,750
18
– –
-15,500
19
– –
-30,637
20
– –
-41,089
21
– –
-5,496