Titan's Flagship and Opportunities strategies each consist of a unique ~20 stock portfolio, roughly equally-weighted across each holding. Throughout each quarter, the constituent stocks can significantly increase/decrease in value, which can result in shifts in portfolio weightings.

To normalize for large price movements and maintain fairly balanced portfolio weightings over time (i.e., without too much exposure to any given stock), 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% weighting band.

Titan typically only executes rebalance events 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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