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TFP

Tilia Fiduciary Partners Portfolio holdings

AUM $182M
1-Year Est. Return 18.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.85%
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
+$4.93M
2
+$4.9M
3
+$4.38M
4
PEP icon
PepsiCo
PEP
+$3.35M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$3.17M

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 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$9K 0.01%
+630
427
$9K 0.01%
+555
428
$8K 0.01%
+65
429
$8K 0.01%
+10
430
$8K 0.01%
+148
431
$8K 0.01%
+175
432
$8K 0.01%
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433
$8K 0.01%
+108
434
$8K 0.01%
+76
435
$8K 0.01%
+438
436
$8K 0.01%
+234
437
$8K 0.01%
+600
438
$8K 0.01%
+500
439
$8K 0.01%
+250
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+85
441
$7K 0.01%
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442
$7K 0.01%
+224
443
$7K 0.01%
+78
444
$7K 0.01%
+183
445
$7K 0.01%
+15
446
$6K ﹤0.01%
+101
447
$6K ﹤0.01%
+50
448
$6K ﹤0.01%
+327
449
$6K ﹤0.01%
+130
450
$6K ﹤0.01%
+123
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