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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
GL icon
176
Globe Life
GL
$12.8B
$418K 0.04%
3,000
INDA icon
177
iShares MSCI India ETF
INDA
$6.67B
$408K 0.04%
+8,700
CB icon
178
Chubb
CB
$127B
$400K 0.04%
1,228
SCHA icon
179
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$390K 0.04%
+13,400
CMCSA icon
180
Comcast
CMCSA
$85.6B
$382K 0.04%
13,296
-375
KMB icon
181
Kimberly-Clark
KMB
$33.7B
$372K 0.04%
3,855
VLTO icon
182
Veralto
VLTO
$20.3B
$371K 0.04%
4,200
-261
VOE icon
183
Vanguard Mid-Cap Value ETF
VOE
$22.9B
$355K 0.03%
+1,925
QQQM icon
184
Invesco NASDAQ 100 ETF
QQQM
$94.6B
$355K 0.03%
+1,492
SOLS
185
Solstice Advanced Materials
SOLS
$12.9B
$349K 0.03%
4,579
-1,890
IJR icon
186
iShares Core S&P Small-Cap ETF
IJR
$106B
$341K 0.03%
+2,747
TSM icon
187
TSMC
TSM
$2.18T
$330K 0.03%
976
+251
ADBE icon
188
Adobe
ADBE
$88.4B
$324K 0.03%
1,333
-208
UBER icon
189
Uber
UBER
$142B
$324K 0.03%
4,500
IUSV icon
190
iShares Core S&P US Value ETF
IUSV
$26.1B
$307K 0.03%
+3,000
IBTI icon
191
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.74B
$300K 0.03%
+13,475
BX icon
192
Blackstone
BX
$148B
$300K 0.03%
2,609
IBTH icon
193
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$300K 0.03%
+13,375
PPG icon
194
PPG Industries
PPG
$26.4B
$299K 0.03%
2,800
MRSH
195
Marsh
MRSH
$81B
$298K 0.03%
1,716
-200
VUG icon
196
Vanguard Growth ETF
VUG
$220B
$295K 0.03%
+4,056
PPL icon
197
PPL Corp
PPL
$26.7B
$277K 0.03%
7,264
NEA icon
198
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.48B
$277K 0.03%
+24,629
STT icon
199
State Street
STT
$45.6B
$275K 0.03%
2,175
-25
VBR icon
200
Vanguard Small-Cap Value ETF
VBR
$36.3B
$272K 0.03%
+1,250
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