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
351
$18K 0.01%
+642
352
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+294
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+433
354
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+473
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356
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+80
357
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358
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+357
359
$17K 0.01%
+814
360
$17K 0.01%
+261
361
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+390
362
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363
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+140
364
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365
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367
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368
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369
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370
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371
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372
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373
$16K 0.01%
+120
374
$15K 0.01%
+186
375
$15K 0.01%
+170