TFP

Traction Financial Partners Portfolio holdings

AUM $169M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$806K
3
+$653K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$616K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$608K

Top Sells

1
+$852K
2
+$681K
3
+$573K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$346K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$281K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.39%
3 Communication Services 0.17%
4 Consumer Staples 0.16%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$705K 0.48%
2,320
+349
27
$699K 0.47%
+7,747
28
$689K 0.47%
28,904
+1,511
29
$673K 0.46%
7,403
+3,179
30
$661K 0.45%
3,221
+305
31
$577K 0.39%
4,560
-502
32
$516K 0.35%
7,704
-1,184
33
$513K 0.35%
+7,456
34
$461K 0.31%
+12,691
35
$459K 0.31%
1,042
-199
36
$455K 0.31%
+5,783
37
$435K 0.29%
+2,044
38
$417K 0.28%
3,553
39
$413K 0.28%
5,174
-1,966
40
$413K 0.28%
+19,588
41
$410K 0.28%
2,780
+147
42
$406K 0.28%
2,150
43
$404K 0.27%
3,801
-50
44
$399K 0.27%
+642
45
$397K 0.27%
798
-142
46
$356K 0.24%
4,241
+6
47
$350K 0.24%
+3,964
48
$329K 0.22%
1,501
-513
49
$317K 0.22%
7,505
50
$312K 0.21%
2,318
-475
1
2
3 4