TP

Tranquility Partners Portfolio holdings

AUM $280M
1-Year Est. Return 15.28%
This Quarter Est. Return
1 Year Est. Return
+15.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.8M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1 +$4.14M
2 +$3.01M
3 +$2.46M
4
BX icon
Blackstone
BX
+$2.19M
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 14.44%
2 Healthcare 11.11%
3 Technology 8.26%
4 Energy 5.17%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$31K 0.03%
+42