The Titan Flagship strategy consists of a 20-stock portfolio, roughly equal-weighted across those stocks. Throughout each quarter, the constituent stocks can significantly increase/decrease in value, resulting in unequal weightings in the overall Titan portfolio.

To normalize for large individual stock moves and maintain fairly balanced portfolio weightings over time (without too much exposure to any given stock), Titan clients' portfolios are rebalanced to roughly equal weights when their securities deviate in price such that their weights in the portfolio fall outside a ~4-6% band.

We typically only execute rebalances when a portfolio update is made (i.e. when a stock enters/exits the Flagship portfolio), in order to reduce the number and magnitude of taxable events for clients.

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