TG

TLP Group Portfolio holdings

AUM $1.51M
1-Year Est. Return 11.07%
This Quarter Est. Return
1 Year Est. Return
-11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
-$1.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
707
New
Increased
Reduced
Closed

Top Buys

1 +$3.02M
2 +$1.82M
3 +$829K
4
MRSH
Marsh
MRSH
+$590K
5
AMGN icon
Amgen
AMGN
+$559K

Sector Composition

1 Healthcare 11.94%
2 Financials 10.66%
3 Technology 8.61%
4 Industrials 7.7%
5 Real Estate 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$0 ﹤0.01%
+1
702
-154
703
-7,380
704
-11
705
-10
706
-245
707
-81