TP
Tranquility Partners Portfolio holdings
AUM
$280M
1-Year Return
15.28%
This Quarter Return
-4.76%
1 Year Return
+15.28%
3 Year Return
+66.63%
5 Year Return
+125.36%
10 Year Return
–
AUM
$180M
AUM Growth
-$13.6M
(-7%)
Cap. Flow
-$3.37M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
27.89%
Holding
214
New
5
Increased
57
Reduced
77
Closed
24
Top Buys
| 1 |
Blackstone Secured Lending
BXSL
|
$3.54M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$497K |
| 3 |
Apple
AAPL
|
$432K |
| 4 |
Zoetis
ZTS
|
$420K |
| 5 |
Invesco QQQ Trust
QQQ
|
$387K |
Top Sells
Sector Composition
| 1 | Financials | 20.78% |
| 2 | Technology | 12.97% |
| 3 | Healthcare | 12.68% |
| 4 | Consumer Discretionary | 4.64% |
| 5 | Energy | 3.26% |
