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
76
$406K 0.28%
1,962
+44
77
$403K 0.28%
3,645
78
$401K 0.28%
1,244
+39
79
$399K 0.28%
1,340
+60
80
$392K 0.27%
2,262
+73
81
$386K 0.27%
4,277
-149
82
$376K 0.26%
4,516
83
$374K 0.26%
936
-34
84
$363K 0.25%
1,383
-36
85
$357K 0.25%
2,949
+203
86
$350K 0.24%
1,765
+350
87
$340K 0.24%
+593
88
$334K 0.23%
569
+146
89
$331K 0.23%
1,594
+27
90
$282K 0.2%
1,019
-10
91
$279K 0.19%
1,895
+134
92
$278K 0.19%
711
-10
93
$272K 0.19%
2,357
+156
94
$267K 0.18%
1,536
+127
95
$258K 0.18%
1,039
+18
96
$237K 0.16%
497
+30
97
$236K 0.16%
+2,422
98
$233K 0.16%
+2,048
99
$227K 0.16%
494
100
$214K 0.15%
1,393
-9
1 2 3
4
5