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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
$1B
AUM Growth
+$71.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.79M
3
+$4.3M
4
PM icon
Philip Morris
PM
+$1.63M
5
DUK icon
Duke Energy
DUK
+$940K

Top Sells

1
+$6.16M
2
+$3.54M
3
+$3.48M
4
AON icon
Aon
AON
+$1.93M
5
MSFT icon
Microsoft
MSFT
+$1.29M

Sector Composition

1 Technology 29.51%
2 Financials 16.81%
3 Industrials 11.21%
4 Healthcare 10.6%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$658K 0.07%
1,865
-9,867
127
$656K 0.07%
2,514
128
$635K 0.06%
22,498
+1,192
129
$623K 0.06%
9,434
130
$608K 0.06%
7,614
131
$595K 0.06%
5,195
-290
132
$594K 0.06%
6,277
133
$569K 0.06%
1,140
+50
134
$560K 0.06%
4,975
135
$547K 0.05%
26,600
-3,500
136
$541K 0.05%
4,354
-1
137
$529K 0.05%
4,965
-927
138
$516K 0.05%
11,290
-300
139
$505K 0.05%
2,700
140
$498K 0.05%
23,850
141
$497K 0.05%
2,704
142
$490K 0.05%
1,735
143
$462K 0.05%
4,400
144
$453K 0.05%
5,355
145
$446K 0.04%
2,609
+500
146
$441K 0.04%
4,500
147
$430K 0.04%
13,671
-1,376
148
$429K 0.04%
3,000
149
$421K 0.04%
2,500
150
$405K 0.04%
5,065
4 5
6
7 8