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
$129M
AUM Growth
+$1.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$510K
3
+$408K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$347K
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$278K

Top Sells

1
+$3.48M
2
+$1.34M
3
+$585K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$389K
5
ITB icon
iShares US Home Construction ETF
ITB
+$228K

Sector Composition

1 Technology 1.81%
2 Consumer Discretionary 0.69%
3 Communication Services 0.57%
4 Financials 0.35%
5 Consumer Staples 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.19%
7,007
+1,117
52
$229K 0.18%
2,535
-311
53
$227K 0.18%
+1,201
54
$224K 0.17%
+382
55
$216K 0.17%
5,365
56
$210K 0.16%
+1,759
57
$206K 0.16%
2,223
58
$203K 0.16%
+1,929
59
– –
-1,796
60
– –
-520
1 2
3