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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
GS icon
126
Goldman Sachs
GS
$306B
$931K 0.09%
1,100
-125
VONV icon
127
Vanguard Russell 1000 Value ETF
VONV
$19.9B
$902K 0.09%
+9,620
EMR icon
128
Emerson Electric
EMR
$79.6B
$892K 0.09%
6,807
XBI icon
129
State Street SPDR S&P Biotech ETF
XBI
$8.03B
$890K 0.09%
+6,970
WELL icon
130
Welltower
WELL
$149B
$875K 0.08%
4,425
BSV icon
131
Vanguard Short-Term Bond ETF
BSV
$45.1B
$875K 0.08%
+11,157
NXPI icon
132
NXP Semiconductors
NXPI
$76.4B
$857K 0.08%
4,355
-60
TIP icon
133
iShares TIPS Bond ETF
TIP
$14.9B
$836K 0.08%
+7,578
BSX icon
134
Boston Scientific
BSX
$70.1B
$831K 0.08%
13,250
+2,150
COP icon
135
ConocoPhillips
COP
$141B
$829K 0.08%
6,277
WMB icon
136
Williams Companies
WMB
$87.6B
$791K 0.08%
10,864
+5,885
PLD icon
137
Prologis
PLD
$137B
$753K 0.07%
5,695
+500
QUAL icon
138
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$748K 0.07%
+3,900
GLDM icon
139
SPDR Gold MiniShares Trust
GLDM
$28.5B
$738K 0.07%
+7,965
CI icon
140
Cigna
CI
$78B
$727K 0.07%
2,727
IWY icon
141
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$722K 0.07%
+2,900
CM icon
142
Canadian Imperial Bank of Commerce
CM
$102B
$721K 0.07%
7,614
BRK.A icon
143
Berkshire Hathaway Class A
BRK.A
$1.04T
$718K 0.07%
1
VV icon
144
Vanguard Large-Cap ETF
VV
$51.8B
$708K 0.07%
+2,368
VZ icon
145
Verizon
VZ
$196B
$686K 0.07%
13,668
-2,113
DIS icon
146
Walt Disney
DIS
$174B
$668K 0.06%
6,928
-1,600
AEP icon
147
American Electric Power
AEP
$69.9B
$652K 0.06%
4,975
MRP
148
Millrose Properties Inc
MRP
$4.86B
$649K 0.06%
23,174
+365
UL icon
149
Unilever
UL
$126B
$626K 0.06%
10,994
-2,843
IJH icon
150
iShares Core S&P Mid-Cap ETF
IJH
$121B
$623K 0.06%
+9,220
4 5
6
7 8