TP

Tranquility Partners Portfolio holdings

AUM $296M
1-Year Est. Return 15.09%
This Quarter Est. Return
1 Year Est. Return
+15.09%
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
+$1.42M
2
+$926K
3
+$907K
4
AAPL icon
Apple
AAPL
+$852K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$674K

Top Sells

1
+$1.12M
2
+$708K
3
+$678K
4
ECL icon
Ecolab
ECL
+$548K
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$502K

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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