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
$104M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$235K
2 +$221K
3 +$181K
4
TROW icon
T. Rowe Price
TROW
+$163K
5
PH icon
Parker-Hannifin
PH
+$147K

Sector Composition

1 Technology 16.38%
2 Industrials 15.55%
3 Financials 10.33%
4 Consumer Discretionary 9.51%
5 Healthcare 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-60
527
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528
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529
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530
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531
-630
532
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533
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534
-2,000
535
-5,389
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537
-628