TBA

Tower Bridge Advisors Portfolio holdings

AUM $930M
1-Year Est. Return 17.56%
This Quarter Est. Return
1 Year Est. Return
+17.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$862M
AUM Growth
+$85.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.42M
3
+$1.23M
4
BRO icon
Brown & Brown
BRO
+$1.22M
5
CSCO icon
Cisco
CSCO
+$1.15M

Top Sells

1
+$3.85M
2
+$1.93M
3
+$1.88M
4
SYF icon
Synchrony
SYF
+$1.81M
5
QCOM icon
Qualcomm
QCOM
+$1.68M

Sector Composition

1 Technology 19.87%
2 Healthcare 17.24%
3 Financials 12.58%
4 Industrials 9.62%
5 Consumer Staples 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.2M 0.72%
108,790
-29,482
52
$6.13M 0.71%
32,125
-85
53
$6.12M 0.71%
149,446
-3,794
54
$6M 0.7%
33,147
-1,075
55
$5.58M 0.65%
137,088
+10,781
56
$5.39M 0.63%
78,783
-8,247
57
$5.39M 0.63%
100,353
+7,590
58
$4.86M 0.56%
90,071
+21,308
59
$4.85M 0.56%
103,430
-6,145
60
$4.85M 0.56%
138,576
+8,851
61
$4.64M 0.54%
47,848
-1,180
62
$4.61M 0.53%
67,192
+1,425
63
$4.52M 0.52%
90,504
-910
64
$4.5M 0.52%
153,630
-11,760
65
$3.97M 0.46%
74,021
-13,167
66
$3.94M 0.46%
46,808
+50
67
$3.78M 0.44%
18,833
+270
68
$3.7M 0.43%
46,676
-246
69
$3.56M 0.41%
66,026
-792
70
$3.53M 0.41%
22,070
-75
71
$3.5M 0.41%
70,519
+3,670
72
$3.14M 0.36%
28,696
-520
73
$2.99M 0.35%
37,401
74
$2.86M 0.33%
11,100
75
$2.79M 0.32%
55,972
-4,602
1 2
3
4 5