TPW

Tiller Private Wealth Portfolio holdings

AUM $281M
1-Year Est. Return 11.35%
This Quarter Est. Return
1 Year Est. Return
+11.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$3.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$762K
2
+$597K
3
+$201K
4
CCMP
CMC Materials, Inc. Common Stock
CCMP
+$9.36K
5
OSUR icon
OraSure Technologies
OSUR
+$9.29K

Top Sells

1
+$1.94M
2
+$718K
3
+$291K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$219K
5
APD icon
Air Products & Chemicals
APD
+$111K

Sector Composition

1 Materials 15.86%
2 Financials 7.76%
3 Technology 2.15%
4 Consumer Discretionary 1.03%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$283K 0.24%
11,190
+5
27
$245K 0.21%
4,280
-100
28
$236K 0.2%
11,490
29
$235K 0.2%
22,560
30
$231K 0.19%
12,150
31
$228K 0.19%
1,099
32
$220K 0.19%
605
33
$219K 0.18%
1,990
34
$201K 0.17%
+6,915
35
$150K 0.13%
10,619
+482
36
$111K 0.09%
2,101
+19
1
2