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
$947M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$4.36M
2 +$3.25M
3 +$2.96M
4
CSCO icon
Cisco
CSCO
+$2.77M
5
CVS icon
CVS Health
CVS
+$2.7M

Top Sells

1 +$4.82M
2 +$4.16M
3 +$3.61M
4
ENB icon
Enbridge
ENB
+$1.89M
5
XOM icon
Exxon Mobil
XOM
+$1.77M

Sector Composition

1 Technology 21.14%
2 Healthcare 17.1%
3 Financials 14.24%
4 Communication Services 9.22%
5 Consumer Staples 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,238