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
$105M
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Sector Composition

1 Technology 16.48%
2 Industrials 12.53%
3 Consumer Discretionary 11.06%
4 Healthcare 9.53%
5 Financials 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$4K ﹤0.01%
51
452
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72
453
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454
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93
-71
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26
+1
456
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448
457
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210
-1
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60
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35
460
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500
461
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36
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40
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40
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$4K ﹤0.01%
+55
465
$3K ﹤0.01%
21
466
$3K ﹤0.01%
215
467
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193
-25
468
$3K ﹤0.01%
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469
$3K ﹤0.01%
42
470
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295
471
$3K ﹤0.01%
105
-3
472
$3K ﹤0.01%
16
473
$3K ﹤0.01%
15
474
$3K ﹤0.01%
10
-11
475
$3K ﹤0.01%
17