TFA
Tranquilli Financial Advisor Portfolio holdings
AUM
$162M
This Quarter Return
-2.62%
1 Year Return
+15.88%
3 Year Return
+45.29%
5 Year Return
–
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(-2%)
Cap. Flow
-$764K
Cap. Flow
% of AUM
-0.55%
Top 10 Holdings %
Top 10 Hldgs %
41.95%
Holding
105
New
13
Increased
56
Reduced
22
Closed
10
Top Buys
| 1 |
Vanguard Energy ETF
VDE
|
$5.42M |
| 2 |
Vanguard Financials ETF
VFH
|
$5.29M |
| 3 |
Vanguard Health Care ETF
VHT
|
$3.35M |
| 4 |
Vanguard Materials ETF
VAW
|
$3.31M |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$3.3M |
Top Sells
Sector Composition
| 1 | Financials | 4.84% |
| 2 | Healthcare | 3.01% |
| 3 | Technology | 2.77% |
| 4 | Communication Services | 2.44% |
| 5 | Consumer Discretionary | 1.98% |
