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
401
$11K 0.01%
+66
402
$11K 0.01%
+92
403
$11K 0.01%
+23
404
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+88
405
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406
$10K 0.01%
+136
407
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+2,000
408
$10K 0.01%
+139
409
$10K 0.01%
+1,174
410
$10K 0.01%
+448
411
$10K 0.01%
+290
412
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+25
413
$10K 0.01%
+48
414
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415
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416
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+600
417
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419
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420
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421
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422
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423
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+478
424
$9K 0.01%
+1,300
425
$9K 0.01%
+28