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
$144M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.36M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.71M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$691K

Top Sells

1
+$1.9M
2
+$1.69M
3
+$1.38M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$280K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$146K

Sector Composition

1 Industrials 21.17%
2 Technology 17.61%
3 Consumer Discretionary 13.7%
4 Financials 11.43%
5 Healthcare 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$915K 0.63%
3,028
+212
52
$896K 0.62%
2,211
+212
53
$892K 0.62%
1,806
-19
54
$846K 0.59%
15,753
+1,843
55
$827K 0.57%
7,591
-820
56
$737K 0.51%
6,676
-240
57
$728K 0.5%
11,688
+2,674
58
$691K 0.48%
+1
59
$672K 0.47%
5,532
+266
60
$644K 0.45%
1,221
+3
61
$630K 0.44%
12,786
-2,963
62
$606K 0.42%
1,173
-1
63
$591K 0.41%
1,942
+27
64
$579K 0.4%
3,405
-2
65
$549K 0.38%
1,904
+126
66
$527K 0.37%
2,670
+127
67
$523K 0.36%
3,230
+89
68
$521K 0.36%
1,340
-12
69
$509K 0.35%
4,342
-250
70
$504K 0.35%
955
-51
71
$481K 0.33%
2,763
-563
72
$481K 0.33%
984
-2
73
$469K 0.32%
5,900
+122
74
$450K 0.31%
16,788
-4,066
75
$411K 0.28%
14,838
-312
1 2
3
4 5