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
$930M
AUM Growth
+$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
209
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.07M
3 +$976K
4
AMZN icon
Amazon
AMZN
+$855K
5
NI icon
NiSource
NI
+$820K

Top Sells

1 +$3.04M
2 +$2.16M
3 +$1.65M
4
ORCL icon
Oracle
ORCL
+$1.56M
5
AAPL icon
Apple
AAPL
+$1.19M

Sector Composition

1 Technology 29%
2 Financials 17.11%
3 Industrials 11.47%
4 Healthcare 11.05%
5 Communication Services 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,900
177
-4,798