TWP

TFO Wealth Partners Portfolio holdings

AUM $668M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
+$4.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,110
New
Increased
Reduced
Closed

Top Buys

1
+$950K
2
+$684K
3
+$325K
4
AAPL icon
Apple
AAPL
+$230K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$202K

Top Sells

1
+$14.5K
2
+$5.95K
3
+$356
4
TRTN
Triton International Limited
TRTN
+$250
5
NATI
National Instruments Corp
NATI
+$230

Sector Composition

1 Healthcare 0.67%
2 Technology 0.47%
3 Financials 0.44%
4 Industrials 0.19%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$215 ﹤0.01%
1
777
$215 ﹤0.01%
+6
778
$210 ﹤0.01%
1
779
$210 ﹤0.01%
+5
780
$210 ﹤0.01%
+23
781
$210 ﹤0.01%
+3
782
$209 ﹤0.01%
8
783
$209 ﹤0.01%
18
784
$208 ﹤0.01%
5
785
$207 ﹤0.01%
+17
786
$206 ﹤0.01%
+5
787
$206 ﹤0.01%
+15
788
$206 ﹤0.01%
+5
789
$206 ﹤0.01%
+2
790
$206 ﹤0.01%
7
791
$205 ﹤0.01%
1
792
$205 ﹤0.01%
+3
793
$205 ﹤0.01%
+2
794
$204 ﹤0.01%
6
795
$203 ﹤0.01%
+4
796
$201 ﹤0.01%
21
797
$201 ﹤0.01%
3
798
$201 ﹤0.01%
1
799
$201 ﹤0.01%
5
800
$200 ﹤0.01%
+1
30 31
32
33 34