TFP

Traction Financial Partners Portfolio holdings

AUM $162M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.13M
3
+$1.42M
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.12M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$905K

Top Sells

1
+$461K
2
+$455K
3
+$435K
4
FTCB icon
First Trust Core Investment Grade ETF
FTCB
+$413K
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$396K

Sector Composition

1 Technology 1.37%
2 Consumer Discretionary 0.41%
3 Communication Services 0.33%
4 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$757K 0.47%
2,307
-13
27
$719K 0.44%
15,553
-8,655
28
$639K 0.39%
4,532
-28
29
$595K 0.37%
16,582
-9,063
30
$562K 0.35%
840
+198
31
$552K 0.34%
7,615
-89
32
$499K 0.31%
5,330
-2,073
33
$491K 0.3%
4,980
-2,767
34
$488K 0.3%
1,052
+10
35
$473K 0.29%
5,341
+167
36
$450K 0.28%
2,150
37
$446K 0.28%
3,553
38
$431K 0.27%
2,796
+16
39
$415K 0.26%
801
+3
40
$406K 0.25%
3,801
41
$360K 0.22%
4,241
42
$345K 0.21%
7,373
+1,891
43
$333K 0.21%
748
-6
44
$324K 0.2%
1,276
45
$324K 0.2%
1,474
-27
46
$316K 0.2%
2,622
+13
47
$305K 0.19%
6,755
-750
48
$305K 0.19%
2,190
-128
49
$299K 0.18%
1,166
50
$289K 0.18%
1,549
1
2
3 4