TPCM

Templeton & Phillips Capital Management Portfolio holdings

AUM $150M
1-Year Est. Return 22.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.48M
3
+$1.43M
4
XYZ
Block Inc
XYZ
+$1.25M
5
PRM icon
Perimeter Solutions
PRM
+$511K

Top Sells

1
+$2.09M
2
+$1.07M
3
+$920K
4
HDB icon
HDFC Bank
HDB
+$498K
5
WDC icon
Western Digital
WDC
+$372K

Sector Composition

1 Financials 50.66%
2 Consumer Discretionary 18.52%
3 Consumer Staples 12.95%
4 Technology 5%
5 Healthcare 4.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$50.8K 0.04%
1,530
52
$44.8K 0.03%
+203
53
$15.7K 0.01%
343
54
– –
-2,771
55
– –
-6,493
1 2
3