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TF
Tenzing Financial Portfolio holdings
AUM
$146M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$146M
AUM Growth
+$12.4M
(+9.3%)
Holding
84
Top Buys
| 1 | +$610K | |
| 2 | +$582K | |
| 3 | +$548K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$537K |
| 5 |
Canadian Pacific Kansas City
CP
|
+$419K |
Top Sells
| 1 | +$400K | |
| 2 | +$125K | |
| 3 | +$125K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$93.3K |
| 5 |
JPMorgan US Quality Factor ETF
JQUA
|
+$68.6K |
Sector Composition
| 1 | Technology | 8.03% |
| 2 | Communication Services | 2.33% |
| 3 | Industrials | 1.61% |
| 4 | Healthcare | 1.46% |
| 5 | Financials | 1.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core US Aggregate Bond ETF
AGG
$138B
| $239K | 0.16% |
+2,418
|
|
||
77
Vanguard S&P 500 ETF
VOO
$993B
| $232K | 0.16% |
336
-20
|
|
||
78
AbbVie
ABBV
$438B
| $227K | 0.16% |
+893
|
|
||
79
Bank of America
BAC
$423B
| $227K | 0.16% |
3,785
+23
|
|
||
80
ALPS Active Equity Opportunity ETF
RFFC
$30.1M
| $218K | 0.15% |
+2,885
|
|
||
81
Vanguard Growth ETF
VUG
$226B
| $215K | 0.15% |
+2,478
|
|
||
82
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.4B
| $211K | 0.15% |
+4,152
|
|
||
83
Costco
COST
$406B
| $207K | 0.14% |
218
+1
|
|
||
84
Banco Bradesco
BBD
$38.6B
| $45.3K | 0.03% |
12,932
-1,773
|
|