TIA
Traphagen Investment Advisors Portfolio holdings
AUM
$1.06B
This Quarter Return
+11.01%
1 Year Return
+15.23%
3 Year Return
+44.03%
5 Year Return
+69.52%
10 Year Return
–
AUM
$354M
AUM Growth
–
Cap. Flow
+$354M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.13%
Holding
105
New
105
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.86% |
| 2 | Technology | 2.56% |
| 3 | Consumer Staples | 1.67% |
| 4 | Healthcare | 1.26% |
| 5 | Communication Services | 1.12% |