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

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
101
$208K 0.14%
+361
102
$202K 0.14%
+1,780
103
$202K 0.14%
+861
104
$201K 0.14%
+2,802
105
-27,127
106
-18,075
107
-9,189
108
-2,885