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TPCM

Templeton & Phillips Capital Management Portfolio holdings

AUM $123M
1-Year Est. Return 11.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$634K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$653K
3
+$438K
4
VT icon
Vanguard Total World Stock ETF
VT
+$369K
5
VB icon
Vanguard Small-Cap ETF
VB
+$247K

Top Sells

1
+$1.82M
2
+$1.25M
3
+$1.24M
4
HNST icon
The Honest Company
HNST
+$570K
5
SFD
Smithfield Foods
SFD
+$214K

Sector Composition

1 Financials 57.51%
2 Consumer Staples 16.42%
3 Consumer Discretionary 12.36%
4 Materials 3.06%
5 Industrials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$393K 0.28%
67,023
27
$392K 0.28%
3,601
28
$383K 0.28%
+2,778
29
$341K 0.25%
1,340
30
$336K 0.24%
1,065
31
$328K 0.24%
3,179
32
$281K 0.2%
1,005
33
$277K 0.2%
21,250
+5,932
34
$271K 0.2%
1,930
35
$268K 0.19%
+46,580
36
$253K 0.18%
+996
37
$248K 0.18%
+1,385
38
$239K 0.17%
2,091
39
$233K 0.17%
306
40
$224K 0.16%
3,103
41
$203K 0.15%
+1,443
42
$202K 0.15%
+871
43
$158K 0.11%
1,416
44
$141K 0.1%
1,200
45
$111K 0.08%
1,008
46
$73.6K 0.05%
1,124
47
$62.4K 0.04%
561
48
$52.6K 0.04%
553
49
$48.4K 0.03%
1,530
50
$30.5K 0.02%
126
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