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TBA

Tower Bridge Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 23.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.51M
3
+$7.38M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.04M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$5.63M

Top Sells

1
+$5.99M
2
+$3.38M
3
+$2.42M
4
MET.PRA icon
MetLife Inc Floating Rate Series A
MET.PRA
+$2.23M
5
BML.PRH
Bank of America Depository Shares Series 2
BML.PRH
+$1.59M

Sector Composition

1 Technology 23.31%
2 Financials 14.85%
3 Industrials 11.89%
4 Healthcare 10.56%
5 Communication Services 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDLZ icon
76
Mondelez International
MDLZ
$81.3B
$3.43M 0.33%
59,518
-997
AMP icon
77
Ameriprise Financial
AMP
$40.5B
$3.29M 0.32%
7,399
-50
CSX icon
78
CSX Corp
CSX
$88B
$3.26M 0.31%
79,388
+3
WFC icon
79
Wells Fargo
WFC
$252B
$3.26M 0.31%
40,926
MDT icon
80
Medtronic
MDT
$103B
$3.22M 0.31%
37,203
-630
LDOS icon
81
Leidos
LDOS
$15.4B
$3.15M 0.3%
20,226
+140
PNC icon
82
PNC Financial Services
PNC
$93.9B
$3.06M 0.3%
14,695
+95
CAT icon
83
Caterpillar
CAT
$413B
$2.83M 0.27%
4,000
VIG icon
84
Vanguard Dividend Appreciation ETF
VIG
$108B
$2.66M 0.26%
+12,368
RSP icon
85
Invesco S&P 500 Equal Weight ETF
RSP
$89.7B
$2.61M 0.25%
+13,596
IBM icon
86
IBM
IBM
$258B
$2.43M 0.24%
10,038
-1,000
NSC icon
87
Norfolk Southern
NSC
$69.7B
$2.39M 0.23%
8,338
SPG icon
88
Simon Property Group
SPG
$69.7B
$2.36M 0.23%
12,675
+50
SCHM icon
89
Schwab US Mid-Cap ETF
SCHM
$14.7B
$2.17M 0.21%
+70,226
IVV icon
90
iShares Core S&P 500 ETF
IVV
$833B
$2.13M 0.21%
+3,266
VB icon
91
Vanguard Small-Cap ETF
VB
$79B
$2.01M 0.19%
+7,683
CL icon
92
Colgate-Palmolive
CL
$71.5B
$1.92M 0.19%
22,487
-335
QCOM icon
93
Qualcomm
QCOM
$214B
$1.9M 0.18%
14,787
-105
PM icon
94
Philip Morris
PM
$282B
$1.88M 0.18%
11,389
+425
VEA icon
95
Vanguard FTSE Developed Markets ETF
VEA
$229B
$1.74M 0.17%
+27,108
AFL icon
96
Aflac
AFL
$59.3B
$1.72M 0.17%
15,722
PSX icon
97
Phillips 66
PSX
$71.4B
$1.69M 0.16%
9,299
-849
APH icon
98
Amphenol
APH
$188B
$1.66M 0.16%
13,170
+3,195
TT icon
99
Trane Technologies
TT
$102B
$1.66M 0.16%
3,978
-180
SO icon
100
Southern Company
SO
$105B
$1.65M 0.16%
17,079
+4,710
2 3
4
5 6