TP

Tranquility Partners Portfolio holdings

AUM $278M
1-Year Est. Return 15.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1 +$698K
2 +$410K
3 +$381K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$380K
5
BX icon
Blackstone
BX
+$355K

Top Sells

1 +$1.81M
2 +$554K
3 +$484K
4
RTX icon
RTX Corp
RTX
+$472K
5
BIP icon
Brookfield Infrastructure Partners
BIP
+$446K

Sector Composition

1 Financials 17.79%
2 Technology 14.32%
3 Healthcare 12.05%
4 Consumer Discretionary 6.25%
5 Communication Services 3.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-5,494
227
-665