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
$239M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$2.68M
2
+$1.66M
3
+$633K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$605K
5
NEE icon
NextEra Energy
NEE
+$378K

Top Sells

1
+$2.41M
2
+$1.29M
3
+$1.1M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
5
BLK icon
Blackrock
BLK
+$938K

Sector Composition

1 Financials 21.74%
2 Technology 13.85%
3 Healthcare 11.06%
4 Consumer Discretionary 4.06%
5 Consumer Staples 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7 8
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