TFP

Tilia Fiduciary Partners Portfolio holdings

AUM $181M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$898K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
529
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$263K
3 +$207K
4
MSFT icon
Microsoft
MSFT
+$194K
5
TYL icon
Tyler Technologies
TYL
+$160K

Top Sells

1 +$3.04M
2 +$742K
3 +$575K
4
NSC icon
Norfolk Southern
NSC
+$385K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$298K

Sector Composition

1 Technology 19.36%
2 Industrials 16.71%
3 Financials 10.2%
4 Consumer Discretionary 8.99%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$19.2K 0.02%
105
302
$19.2K 0.02%
107
303
$19.1K 0.02%
200
304
$19.1K 0.02%
109
305
$19K 0.02%
282
306
$18.8K 0.02%
186
307
$18.6K 0.02%
1,235
+16
308
$18.5K 0.02%
208
309
$18.4K 0.02%
330
310
$18.4K 0.02%
151
311
$17.9K 0.02%
275
312
$17.7K 0.02%
509
313
$17.7K 0.02%
116
314
$17.5K 0.02%
144
315
$17.5K 0.02%
659
+7
316
$17.5K 0.02%
455
317
$17.4K 0.02%
113
+109
318
$17.3K 0.02%
262
319
$17.3K 0.02%
250
320
$16.9K 0.02%
564
+2
321
$16.9K 0.02%
545
322
$16.7K 0.02%
472
323
$16.6K 0.02%
65
324
$16.6K 0.02%
361
+174
325
$16.5K 0.02%
1,000