TFP
Traction Financial Partners Portfolio holdings
AUM
$148M
This Quarter Return
+10.74%
1 Year Return
+11.1%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$149M
AUM Growth
–
Cap. Flow
+$149M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
70.43%
Holding
62
New
62
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$25.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$14.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$12.9M |
| 4 |
First Trust Rising Dividend Achievers ETF
RDVY
|
$11.4M |
| 5 |
Invesco S&P SmallCap Value with Momentum ETF
XSVM
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.99% |
| 2 | Consumer Discretionary | 0.48% |
| 3 | Financials | 0.2% |
| 4 | Communication Services | 0.14% |
