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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
1
$77.8M 7.77%
150,273
-2,519
2
$55.7M 5.56%
218,817
-3,937
3
$47.3M 4.73%
194,352
-1,373
4
$46M 4.59%
139,392
-558
5
$45.6M 4.55%
161,998
-13,683
6
$39.9M 3.98%
126,432
-389
7
$20.7M 2.06%
60,561
-1,984
8
$20.4M 2.04%
67,116
+58
9
$18.4M 1.83%
137,057
-1,494
10
$18.3M 1.83%
122,418
+286
11
$17.7M 1.77%
105,746
-889
12
$17.1M 1.7%
92,048
-326
13
$15M 1.5%
60,766
-924
14
$14.5M 1.44%
19,684
+170
15
$13.5M 1.35%
55,738
-2,907
16
$13.5M 1.35%
36,181
-185
17
$13.1M 1.31%
77,603
+34,173
18
$13M 1.3%
68,298
-175
19
$12.8M 1.28%
26,405
-119
20
$12.6M 1.26%
35,282
-5,328
21
$12.4M 1.24%
51,870
-1,505
22
$12.4M 1.24%
80,711
-265
23
$12.4M 1.24%
88,186
-3,344
24
$11.7M 1.17%
46,702
-66
25
$11.6M 1.16%
121,243
-2,785
1
2 3 4 5