TFP
Traction Financial Partners Portfolio holdings
AUM
$148M
1-Year Est. Return
11.1%
1 Year Est. Return
+11.1%
AUM
$128M
AUM Growth
-$621K
(-0.48%)
Holding
61
Top Buys
| 1 | +$17.6M | |
| 2 | +$7.8M | |
| 3 | +$957K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$250K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$206K |
Top Sells
| 1 | +$8.83M | |
| 2 | +$2M | |
| 3 | +$1.65M | |
| 4 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
+$1.37M |
| 5 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$987K |
Sector Composition
| 1 | Technology | 1.29% |
| 2 | Consumer Discretionary | 0.3% |
| 3 | Financials | 0.2% |
| 4 | Consumer Staples | 0.17% |
| 5 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class C
GOOG
$3.38T
| $214K | 0.17% |
1,368
-86
|
|
||
|
52
Invesco S&P 500 Low Volatility ETF
SPLV
$7.69B
| $206K | 0.16% |
+2,761
|
|
||
53
iShares Preferred and Income Securities ETF
PFF
$14.4B
| – | – |
-9,534
|
|
||
54
First Trust Cloud Computing ETF
SKYY
$3.27B
| – | – |
-1,759
|
|
||
55
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.6B
| – | – |
-7,007
|
|
||
56
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.91B
| – | – |
-10,215
|
|
||
57
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
| – | – |
-7,007
|
|
||
|
58
Alphabet (Google) Class A
GOOGL
$3.36T
| – | – |
-1,201
|
|
||
59
Meta Platforms (Facebook)
META
$1.57T
| – | – |
-382
|
|
||
60
VanEck Morningstar Wide Moat ETF
MOAT
$15.3B
| – | – |
-2,223
|
|
||
61
Tesla
TSLA
$1.43T
| – | – |
-859
|
|