TFP

Tilia Fiduciary Partners Portfolio holdings

AUM $173M
1-Year Est. Return 15.84%
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.48%
2 Industrials 12.53%
3 Consumer Discretionary 11.06%
4 Healthcare 9.53%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$23K 0.02%
470
277
$23K 0.02%
290
278
$23K 0.02%
235
279
$23K 0.02%
102
280
$23K 0.02%
167
281
$22K 0.02%
257
282
$22K 0.02%
400
283
$22K 0.02%
335
284
$22K 0.02%
396
285
$22K 0.02%
90
286
$22K 0.02%
115
-89
287
$21K 0.02%
628
288
$21K 0.02%
2,354
+52
289
$21K 0.02%
457
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290
$21K 0.02%
104
+1
291
$21K 0.02%
191
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292
$21K 0.02%
435
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293
$20K 0.02%
144
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294
$20K 0.02%
223
295
$20K 0.02%
205
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296
$20K 0.02%
509
297
$20K 0.02%
+600
298
$20K 0.02%
145
299
$20K 0.02%
+262
300
$20K 0.02%
450