New Portfolio - New Portfolio

Jeffrey M Tilton CFE

New Portfolio
Individual Investor
Ranked #12,360 out of 757,311 TipRanks' Investors
Success Rate
69%
259 out of 376
profitable transactions
Average Return
65.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
99.57% MIME
0.05% META
0.04% SNPS
0.04% MA
0.03% PANW
0.27% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
99.78% Technology
0.07% Consumer Cyclical
0.06% Communication Services
0.06% Financial
0.04% Industrials
<0.01% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
GD
General Dynamics
$304.73
$2.35
(0.78%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$83.09B
35.69%
GDDY
GoDaddy
$160.14
$5.86
(3.8%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$21.75B
105.71%
MIME
Mimecast
premium
premium
0.00%
LOW
Lowe's
$261.00
$4.37
(1.7%)
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$145.58B
17.99%
MA
Mastercard
$493.01
$1.75
(0.35%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$457.08B
19.64%
KKR
KKR & Co
$132.80
$3.55
(2.75%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.70B
103.77%
PTON
Peloton Interactive
$4.75
$0.32
(7.22%)
premium
1 Buy
16 Hold
1 Sell
Hold
premium
$1.67B
-7.71%
PANW
Palo Alto Networks
$333.60
$3.85
(1.17%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$107.37B
39.62%
OKTA
Okta
$75.02
$1.13
(1.53%)
premium
10 Buy
16 Hold
1 Sell
Moderate Buy
premium
$12.55B
-9.93%
EBS
Emergent Biosolutions
$6.99
$0.09
(1.3%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$372.74M
91.51%
FTNT
Fortinet
$75.66
$0.98
(1.31%)
premium
10 Buy
18 Hold
0 Sell
Moderate Buy
premium
$57.12B
23.56%
META
Meta Platforms
$559.10
$21.15
(3.93%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.36T
76.34%
FFIV
F5 Networks
$217.47
$3.9
(1.83%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$12.45B
32.43%
CYBR
CyberArk Software
$271.23
$3.19
(1.19%)
premium
20 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.57B
56.83%
CRM
Salesforce
$265.99
$13.56
(5.37%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$241.32B
17.03%
BABA
Alibaba
$88.49
$4.07
(4.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.83B
-3.09%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$755.09B
90.38%
C
Citigroup
$63.02
$3.12
(5.21%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$114.28B
40.35%
AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
SNPS
Synopsys
$514.12
$18.17
(3.66%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$76.18B
7.81%
RTX
RTX
$118.82
$0.78
(0.66%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$157.02B
57.22%
RPD
Rapid7
$34.35
$0.52
(1.54%)
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$2.12B
-26.92%
SWI
SolarWinds
$12.83
$0.13
(1.02%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$2.15B
28.28%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
SNOW
Snowflake
$114.02
$3.24
(2.92%)
premium
23 Buy
10 Hold
0 Sell
Moderate Buy
premium
$37.13B
-30.65%
S
SentinelOne
$25.09
$0.8
(3.29%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$7.71B
46.41%