TA

TBP Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$8.42M
2 +$8.05M
3 +$7.08M
4
JPM icon
JPMorgan Chase
JPM
+$6.91M
5
ORCL icon
Oracle
ORCL
+$6.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 31.68%
2 Consumer Discretionary 14.69%
3 Healthcare 11.35%
4 Financials 8.79%
5 Energy 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$309K 0.21%
+6,980
52
$280K 0.19%
+2,519
53
$263K 0.18%
+6,364
54
$239K 0.16%
+3,800
55
$222K 0.15%
+6,364
56
$218K 0.15%
+4,000
57
$202K 0.14%
+5,355