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
$54.1M
AUM Growth
+$4.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$321K
2
+$22.5K
3
+$20.7K
4
META icon
Meta Platforms (Facebook)
META
+$18.1K
5
JNJ icon
Johnson & Johnson
JNJ
+$8.19K

Top Sells

1
+$683K
2
+$507K
3
+$426K
4
APD icon
Air Products & Chemicals
APD
+$324K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$315K

Sector Composition

1 Materials 41.07%
2 Financials 16.1%
3 Technology 7.68%
4 Communication Services 2.9%
5 Consumer Discretionary 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$188K 0.35%
15,000
27
$19K 0.04%
19,595
28
– –
-4,895
29
– –
-1,148
1
2