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TFP

Tilia Fiduciary Partners Portfolio holdings

AUM $182M
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.85%
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
+$4.93M
2
+$4.9M
3
+$4.38M
4
PEP icon
PepsiCo
PEP
+$3.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.17M

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 8.78%
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
$21K 0.02%
+572
330
$21K 0.02%
+150
331
$21K 0.02%
+110
332
$21K 0.02%
+624
333
$21K 0.02%
+420
334
$20K 0.02%
+334
335
$20K 0.02%
+223
336
$20K 0.02%
+470
337
$20K 0.02%
+89
338
$20K 0.02%
+110
339
$19K 0.02%
+275
340
$19K 0.02%
+400
341
$19K 0.02%
+175
342
$19K 0.02%
+230
343
$19K 0.02%
+116
344
$19K 0.02%
+72
345
$19K 0.02%
+90
346
$19K 0.02%
+162
347
$19K 0.02%
+183
348
$19K 0.02%
+795
349
$18K 0.01%
+328
350
$18K 0.01%
+213
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