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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
560
New
Increased
Reduced
Closed

Top Buys

1 +$4.95M
2 +$4.92M
3 +$4.89M
4
PEP icon
PepsiCo
PEP
+$3.56M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Technology 17.11%
2 Consumer Discretionary 12.54%
3 Industrials 10.69%
4 Healthcare 8.82%
5 Financials 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$21K 0.02%
+250
327
$21K 0.02%
+274
328
$21K 0.02%
+1,000
329
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+572
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$21K 0.02%
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333
$21K 0.02%
+624
334
$20K 0.02%
+334
335
$20K 0.02%
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336
$20K 0.02%
+470
337
$20K 0.02%
+89
338
$20K 0.02%
+110
339
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+275
340
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+400
341
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342
$19K 0.02%
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344
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345
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+90
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$19K 0.02%
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349
$18K 0.01%
+328
350
$18K 0.01%
+213