New Portfolio - New Portfolio

Jeffrey M Tilton CFE

New Portfolio
Individual Investor
Ranked #11,720 out of 762,027 TipRanks' Investors
Success Rate
70%
262 out of 376
profitable transactions
Average Return
75.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
99.56% MIME
0.05% META
0.04% MA
0.04% SNPS
0.03% PANW
0.28% 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
$163.42
$0.49
(0.3%)
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.01T
18.63%
GD
General Dynamics
$308.48
$0.25
(0.08%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$84.69B
29.64%
GDDY
GoDaddy
$164.70
$0.28
(0.17%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$23.18B
118.23%
MIME
Mimecast
premium
premium
0.00%
LOW
Lowe's
$281.64
$0.33
(0.12%)
premium
14 Buy
9 Hold
0 Sell
Moderate Buy
premium
$159.59B
47.87%
MA
Mastercard
$516.34
$2.58
(0.5%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$474.63B
30.66%
KKR
KKR & Co
$139.81
$1.97
(1.43%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$122.32B
137.86%
PTON
Peloton Interactive
$5.84
$0.57
(10.82%)
premium
2 Buy
13 Hold
1 Sell
Hold
premium
$1.98B
10.02%
PANW
Palo Alto Networks
$374.83
$1.32
(0.35%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$122.47B
43.93%
OKTA
Okta
$74.82
$0.37
(0.5%)
premium
10 Buy
16 Hold
1 Sell
Moderate Buy
premium
$12.65B
-12.82%
EBS
Emergent Biosolutions
$9.35
$0.21
(2.3%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$493.74M
321.17%
FTNT
Fortinet
$81.07
$0.21
(0.26%)
premium
11 Buy
17 Hold
1 Sell
Moderate Buy
premium
$61.85B
40.33%
META
Meta Platforms
$576.47
$0.46
(0.08%)
premium
42 Buy
4 Hold
1 Sell
Strong Buy
premium
$1.46T
84.29%
FFIV
F5 Networks
$217.48
$0.48
(0.22%)
premium
1 Buy
8 Hold
1 Sell
Hold
premium
$12.65B
46.44%
CYBR
CyberArk Software
$299.98
$4.33
(1.46%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.76B
78.52%
CRM
Salesforce
$292.94
$1.83
(0.63%)
premium
32 Buy
9 Hold
1 Sell
Moderate Buy
premium
$278.30B
40.62%
BABA
Alibaba
$102.43
$2.36
(2.36%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$271.72B
25.51%
AVGO
Broadcom
$179.89
$1.64
(0.9%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$847.85B
107.29%
C
Citigroup
$62.85
$1.12
(1.75%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$120.99B
56.89%
AAPL
Apple
$235.00
$2.85
(1.23%)
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.53T
33.93%
AMZN
Amazon
$188.99
$1.46
(0.78%)
premium
45 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
47.19%
SNPS
Synopsys
$507.03
$2.34
(0.46%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$77.53B
5.11%
RTX
RTX
$125.92
$0.17
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$167.28B
70.42%
RPD
Rapid7
$39.80
$0.39
(0.97%)
premium
4 Buy
12 Hold
0 Sell
Hold
premium
$2.52B
-22.20%
SWI
SolarWinds
$13.22
$0.16
(1.23%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$2.21B
44.96%
TSLA
Tesla
$220.70
$0.19
(0.09%)
premium
11 Buy
16 Hold
8 Sell
Hold
premium
$705.66B
0.27%
SNOW
Snowflake
$119.54
$0.51
(0.43%)
premium
23 Buy
11 Hold
0 Sell
Moderate Buy
premium
$39.90B
-22.42%
S
SentinelOne
$26.36
$0.34
(1.31%)
premium
15 Buy
7 Hold
0 Sell
Moderate Buy
premium
$8.25B
58.32%