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
501
$4K ﹤0.01%
+68
502
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503
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505
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506
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507
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508
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+48
509
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510
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511
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512
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+350
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+120
521
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+33
522
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+320
523
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+10
524
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+33
525
$2K ﹤0.01%
+50