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
$128M
AUM Growth
-$621K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$8.31M
3
+$1.01M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$252K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$203K

Top Sells

1
+$9.17M
2
+$1.99M
3
+$1.79M
4
XSVM icon
Invesco S&P SmallCap Value with Momentum ETF
XSVM
+$1.46M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$1.02M

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
$214K 0.17%
1,368
-86
52
$206K 0.16%
+2,761
53
– –
-7,007
54
– –
-1,201
55
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-382
56
– –
-2,223
57
– –
-9,534
58
– –
-1,759
59
– –
-7,007
60
– –
-10,215
61
– –
-859
1 2
3