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
$104M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$221K
3 +$181K
4
TROW icon
T. Rowe Price
TROW
+$163K
5
PH icon
Parker-Hannifin
PH
+$147K

Sector Composition

1 Technology 16.38%
2 Industrials 15.55%
3 Financials 10.33%
4 Consumer Discretionary 9.51%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11.5K 0.01%
154
+1
352
$11.4K 0.01%
121
+1
353
$11.4K 0.01%
129
354
$11.1K 0.01%
600
355
$11.1K 0.01%
92
356
$10.9K 0.01%
243
+1
357
$10.9K 0.01%
80
358
$10.8K 0.01%
85
359
$10.7K 0.01%
121
360
$10.6K 0.01%
196
361
$9.77K 0.01%
114
362
$9.59K 0.01%
159
363
$9.56K 0.01%
300
+2
364
$9.44K 0.01%
270
365
$9.27K 0.01%
275
366
$9.09K 0.01%
782
+8
367
$9.06K 0.01%
108
368
$8.52K 0.01%
49
369
$8.26K 0.01%
110
370
$8.25K 0.01%
32
371
$8.19K 0.01%
+187
372
$8.04K 0.01%
145
-45
373
$8.03K 0.01%
327
374
$7.97K 0.01%
166
375
$7.82K 0.01%
182