TA

Tiptree Advisors Portfolio holdings

AUM $128M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$43.4M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 55.78%
2 Energy 20.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$24.2M 55.78%
+1,196,854
2
$10.5M 24.09%
+35,500
3
$8.74M 20.13%
296,141