TPFL
Tribridge Partners Financial LLC Portfolio holdings
AUM
$170M
This Quarter Return
+8.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
73.74%
Holding
60
New
60
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Growth ETF
CGGR
|
$20.9M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$18.1M |
| 3 |
CGCV
Capital Group Conservative Equity ETF
CGCV
|
$15.5M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$12.2M |
| 5 |
Vanguard Total Bond Market
BND
|
$11M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.35% |
| 2 | Industrials | 0.75% |
| 3 | Consumer Discretionary | 0.73% |
| 4 | Energy | 0.52% |
| 5 | Financials | 0.42% |
