TFP
Tilia Fiduciary Partners Portfolio holdings
AUM
$164M
This Quarter Return
+7.92%
1 Year Return
+16.22%
3 Year Return
+75.92%
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+5.1%)
Cap. Flow
-$610K
Cap. Flow
% of AUM
-0.59%
Top 10 Holdings %
Top 10 Hldgs %
24.45%
Holding
537
New
10
Increased
130
Reduced
97
Closed
28
Top Buys
| 1 |
FTI Consulting
FCN
|
$235K |
| 2 |
Union Pacific
UNP
|
$221K |
| 3 |
Nutrien
NTR
|
$181K |
| 4 |
T Rowe Price
TROW
|
$163K |
| 5 |
Parker-Hannifin
PH
|
$147K |
Top Sells
Sector Composition
| 1 | Technology | 16.38% |
| 2 | Industrials | 15.55% |
| 3 | Financials | 10.33% |
| 4 | Consumer Discretionary | 9.51% |
| 5 | Healthcare | 9.06% |
