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
$148M
AUM Growth
+$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$806K
3
+$653K
4
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$616K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$608K

Top Sells

1
+$852K
2
+$681K
3
+$573K
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$346K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$281K

Sector Composition

1 Technology 1.29%
2 Consumer Discretionary 0.39%
3 Communication Services 0.17%
4 Consumer Staples 0.16%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$302K 0.21%
1,276
-13
52
$287K 0.19%
+5,994
53
$285K 0.19%
2,609
-3,514
54
$280K 0.19%
1,166
55
$280K 0.19%
+3,707
56
$274K 0.19%
1,549
57
$270K 0.18%
+2,836
58
$268K 0.18%
+996
59
$261K 0.18%
+6,265
60
$255K 0.17%
+345
61
$251K 0.17%
+5,544
62
$250K 0.17%
+11,895
63
$249K 0.17%
8,496
-160
64
$240K 0.16%
2,455
+11
65
$240K 0.16%
+754
66
$234K 0.16%
+7,105
67
$234K 0.16%
+5,482
68
$234K 0.16%
+5,774
69
$234K 0.16%
+3,910
70
$233K 0.16%
+3,429
71
$233K 0.16%
5,808
-444
72
$228K 0.15%
+7,568
73
$226K 0.15%
+9,208
74
$220K 0.15%
+6,663
75
$218K 0.15%
+1,789
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3
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