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
76
$216K 0.15%
+7,025
77
$212K 0.14%
3,544
-419
78
$211K 0.14%
+3,190
79
$208K 0.14%
+2,223
80
$208K 0.14%
+4,745
81
$206K 0.14%
+6,475
82
– –
-1,368
83
– –
-2,369
84
– –
-1,057
85
– –
-2,761
1 2 3
4