TBA

Tower Bridge Advisors Portfolio holdings

AUM $990M
1-Year Est. Return 22.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$964M
AUM Growth
+$63.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.8M
3 +$626K
4
GS icon
Goldman Sachs
GS
+$550K
5
DE icon
Deere & Co
DE
+$547K

Top Sells

1 +$209M
2 +$3.48M
3 +$3.43M
4
INTC icon
Intel
INTC
+$900K
5
COST icon
Costco
COST
+$751K

Sector Composition

1 Technology 26.11%
2 Healthcare 15.06%
3 Financials 13.98%
4 Industrials 11.6%
5 Consumer Staples 8.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-1,000
177
-29,075