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
$913M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$1.9M
3
+$1.78M
4
TMUS icon
T-Mobile US
TMUS
+$1.72M
5
PYPL icon
PayPal
PYPL
+$1.62M

Top Sells

1
+$4.15M
2
+$3.1M
3
+$1.93M
4
EMR icon
Emerson Electric
EMR
+$1.71M
5
CVX icon
Chevron
CVX
+$1.45M

Sector Composition

1 Technology 20.34%
2 Healthcare 16.17%
3 Financials 13.94%
4 Industrials 9.53%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.06M 0.77%
137,046
-830
52
$6.95M 0.76%
185,594
-984
53
$6.49M 0.71%
27,855
-525
54
$6.28M 0.69%
238,343
-1,325
55
$5.97M 0.65%
122,237
+27,369
56
$5.77M 0.63%
42,746
-3,720
57
$5.71M 0.62%
49,441
-1,000
58
$5.64M 0.62%
107,982
+2,582
59
$4.57M 0.5%
88,376
-1,728
60
$4.55M 0.5%
78,037
-18,806
61
$4.46M 0.49%
66,867
-325
62
$4.22M 0.46%
70,212
+558
63
$4.2M 0.46%
46,758
-50
64
$4.16M 0.46%
56,335
-23,093
65
$4.15M 0.45%
69,785
-1,590
66
$4.14M 0.45%
18,688
-145
67
$3.99M 0.44%
42,348
-4,815
68
$3.85M 0.42%
66,969
69
$3.84M 0.42%
21,207
-180
70
$3.74M 0.41%
99,200
+2,150
71
$3.64M 0.4%
65,011
-6,744
72
$3.58M 0.39%
30,446
+16,190
73
$3.54M 0.39%
44,408
-1,828
74
$3.42M 0.37%
22,140
+11,550
75
$3.42M 0.37%
20,995
-475
1 2
3
4 5