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
$118M
AUM Growth
-$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
582
New
Increased
Reduced
Closed

Top Buys

1 +$374K
2 +$322K
3 +$308K
4
MSFT icon
Microsoft
MSFT
+$195K
5
RTX icon
RTX Corp
RTX
+$179K

Top Sells

1 +$491K
2 +$144K
3 +$139K
4
IBM icon
IBM
IBM
+$128K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$102K

Sector Composition

1 Technology 16.52%
2 Consumer Discretionary 11.6%
3 Industrials 11.51%
4 Healthcare 9.27%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$13K 0.01%
201
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379
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175
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382
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-45
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386
$12K 0.01%
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387
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$12K 0.01%
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327