TFA

Triad Financial Advisors Portfolio holdings

AUM $284M
1-Year Est. Return 14.95%
This Quarter Est. Return
1 Year Est. Return
+14.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
-$6.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Sells

1 +$1.32M
2 +$713K
3 +$403K
4
PNFP icon
Pinnacle Financial Partners
PNFP
+$278K
5
V icon
Visa
V
+$277K

Sector Composition

1 Technology 5.61%
2 Consumer Staples 3.07%
3 Healthcare 2.29%
4 Financials 2.28%
5 Utilities 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$208K 0.12%
430
+8
102
$201K 0.11%
1,500
103
$156K 0.09%
13,337
-57
104
-4,629
105
-4,466
106
-3,022
107
-5,851
108
-13,530
109
-1,249
110
-1,392
111
-5,580
112
-2,276
113
-5,375
114
-2,607
115
-888
116
-4,489
117
-2,878