TFP

Tilia Fiduciary Partners Portfolio holdings

AUM $181M
1-Year Est. Return 18.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.51%
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
551
$0 ﹤0.01%
+75
552
$0 ﹤0.01%
+6
553
$0 ﹤0.01%
+39
554
$0 ﹤0.01%
+8
555
0
556
$0 ﹤0.01%
+12
557
$0 ﹤0.01%
+5
558
$0 ﹤0.01%
+28
559
$0 ﹤0.01%
+6
560
$0 ﹤0.01%
+8