TP
Tranquility Partners Portfolio holdings
AUM
$280M
1-Year Return
15.28%
This Quarter Return
+10.53%
1 Year Return
+15.28%
3 Year Return
+66.63%
5 Year Return
+125.36%
10 Year Return
–
AUM
$118M
AUM Growth
+$11.5M
(+11%)
Cap. Flow
+$2.67M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
28.36%
Holding
157
New
15
Increased
54
Reduced
61
Closed
9
Top Buys
| 1 |
LHCG
LHC Group LLC
LHCG
|
$2.38M |
| 2 |
Surgery Partners
SGRY
|
$672K |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$646K |
| 4 |
RPAR Risk Parity ETF
RPAR
|
$522K |
| 5 |
NVIDIA
NVDA
|
$464K |
Top Sells
| 1 |
Sunrun
RUN
|
$1.06M |
| 2 |
Amazon
AMZN
|
$756K |
| 3 |
Apple
AAPL
|
$709K |
| 4 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
$518K |
| 5 |
iShares Core High Dividend ETF
HDV
|
$421K |
Sector Composition
| 1 | Technology | 15.03% |
| 2 | Financials | 14.74% |
| 3 | Healthcare | 12.16% |
| 4 | Consumer Discretionary | 8.25% |
| 5 | Industrials | 5.07% |
