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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
151
$395K 0.04%
2,367
152
$388K 0.04%
1,923
-200
153
$349K 0.03%
10,000
154
$348K 0.03%
2,243
+100
155
$317K 0.03%
327
-25
156
$315K 0.03%
3,600
157
$296K 0.03%
10,000
158
$288K 0.03%
+2,950
159
$281K 0.03%
3,071
-275
160
$270K 0.03%
5,825
161
$270K 0.03%
7,264
162
$267K 0.03%
4,000
163
$255K 0.03%
2,200
164
$250K 0.03%
12,600
165
$245K 0.02%
+1,133
166
$238K 0.02%
3,152
-2,300
167
$236K 0.02%
1,750
-7,413
168
$235K 0.02%
4,125
169
$232K 0.02%
8,809
170
$229K 0.02%
4,771
171
$220K 0.02%
+1,275
172
$214K 0.02%
+3,504
173
$206K 0.02%
+626
174
$202K 0.02%
+725
175
$166K 0.02%
11,124
4 5 6
7
8