UI

Untitled Investments Portfolio holdings

AUM $366M
1-Year Est. Return 19.61%
This Quarter Est. Return
1 Year Est. Return
+19.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$467M
AUM Growth
-$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$26.1M
3
+$22.9M
4
LAW icon
CS Disco
LAW
+$15.6M
5
TWLO icon
Twilio
TWLO
+$12.1M

Top Sells

1
+$30.1M
2
+$29.6M
3
+$14.3M
4
ESTC icon
Elastic
ESTC
+$13.5M
5
MSFT icon
Microsoft
MSFT
+$10.5M

Sector Composition

1 Technology 54.71%
2 Communication Services 16.01%
3 Consumer Discretionary 14.68%
4 Industrials 9.88%
5 Financials 4.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-150,000
27
– –
-500,000
28
– –
-150,000
29
– –
-140,000
30
– –
-33,333
31
– –
-867,493
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