TFA
Tranquilli Financial Advisor Portfolio holdings
AUM
$162M
This Quarter Return
+7.48%
1 Year Return
+15.88%
3 Year Return
+45.29%
5 Year Return
–
10 Year Return
–
AUM
$150M
AUM Growth
+$150M
(+5.9%)
Cap. Flow
+$1.62M
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
36.09%
Holding
113
New
14
Increased
57
Reduced
32
Closed
7
Top Buys
| 1 |
Vanguard Health Care ETF
VHT
|
$4.77M |
| 2 |
Vanguard Consumer Staples ETF
VDC
|
$4.32M |
| 3 |
Vanguard Energy ETF
VDE
|
$3M |
| 4 |
Vanguard Materials ETF
VAW
|
$2.92M |
| 5 |
Vanguard Consumer Discretionary ETF
VCR
|
$2.9M |
Top Sells
Sector Composition
| 1 | Financials | 5.84% |
| 2 | Healthcare | 3.2% |
| 3 | Communication Services | 3% |
| 4 | Consumer Discretionary | 2.87% |
| 5 | Technology | 2.8% |
