TFP

Traction Financial Partners Portfolio holdings

AUM $148M
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$25.3M
2
+$14.6M
3
+$12.9M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$11.4M
5
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$10.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.99%
2 Consumer Discretionary 0.48%
3 Financials 0.2%
4 Communication Services 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$873K 0.59%
+21,517
27
$805K 0.54%
+9,659
28
$743K 0.5%
+24,954
29
$741K 0.5%
+3,851
30
$722K 0.48%
+5,293
31
$678K 0.45%
+2,857
32
$677K 0.45%
+13,104
33
$631K 0.42%
+8,267
34
$544K 0.36%
+4,772
35
$543K 0.36%
+29,200
36
$510K 0.34%
+16,364
37
$484K 0.32%
+2,516
38
$478K 0.32%
+6,894
39
$464K 0.31%
+8,947
40
$458K 0.31%
+7,316
41
$416K 0.28%
+2,783
42
$408K 0.27%
+1,084
43
$395K 0.27%
+2,602
44
$377K 0.25%
+10,044
45
$352K 0.24%
+4,146
46
$326K 0.22%
+6,590
47
$323K 0.22%
+2,058
48
$313K 0.21%
+1,261
49
$304K 0.2%
+1,786
50
$298K 0.2%
+2,356
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