THL

Tillman Hartley LLC Portfolio holdings

AUM $354M
1-Year Est. Return 9.78%
This Quarter Est. Return
1 Year Est. Return
+9.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Sells

1 +$2.08M
2 +$207K
3 +$203K
4
DFIV icon
Dimensional International Value ETF
DFIV
+$139K
5
MSFT icon
Microsoft
MSFT
+$73.2K

Sector Composition

1 Technology 1.72%
2 Healthcare 1.28%
3 Communication Services 0.66%
4 Consumer Staples 0.49%
5 Consumer Discretionary 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,740