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
51
$281K 0.19%
+15,156
52
$276K 0.19%
+3,553
53
$273K 0.18%
+6,178
54
$271K 0.18%
+1,270
55
$259K 0.17%
+3,325
56
$259K 0.17%
+4,665
57
$232K 0.16%
+2,277
58
$219K 0.15%
+2,326
59
$218K 0.15%
+2,140
60
$213K 0.14%
+3,792
61
$210K 0.14%
+2,579
62
$208K 0.14%
+1,475
1 2
3