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
$86.9M
AUM Growth
-$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.21M
3
+$985K
4
AMZN icon
Amazon
AMZN
+$919K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$818K

Top Sells

1
+$1.12M
2
+$708K
3
+$678K
4
BGC icon
BGC Group
BGC
+$571K
5
ECL icon
Ecolab
ECL
+$548K

Sector Composition

1 Financials 16.88%
2 Technology 13.27%
3 Healthcare 9.93%
4 Consumer Discretionary 7.56%
5 Industrials 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
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