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
$161M
AUM Growth
+$4.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$371K
2 +$245K
3 +$132K
4
SLB icon
SLB Ltd
SLB
+$108K
5
PII icon
Polaris
PII
+$90.1K

Top Sells

1 +$298K
2 +$180K
3 +$167K
4
TMO icon
Thermo Fisher Scientific
TMO
+$153K
5
HAR
Harman International Industries
HAR
+$136K

Sector Composition

1 Technology 32.68%
2 Consumer Discretionary 17.41%
3 Energy 9.87%
4 Healthcare 9.78%
5 Financials 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$215K 0.13%
8,110
52
$214K 0.13%
5,354
53
-8,105