TPP
Triangle Peak Partners Portfolio holdings
AUM
$55.3M
1-Year Est. Return
18.95%
1 Year Est. Return
-18.95%
AUM
$55.3M
AUM Growth
-$8.59M
(-13%)
Holding
39
Top Buys
| 1 | +$4.06M | |
| 2 | +$3.15M | |
| 3 | +$2.65M | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$2.18M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.04M |
Top Sells
| 1 | +$4.96M | |
| 2 | +$3.81M | |
| 3 | +$2.35M | |
| 4 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$1.49M |
| 5 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$1.24M |
Sector Composition
| 1 | Energy | 14.09% |
| 2 | Real Estate | 3.65% |
| 3 | Consumer Staples | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Diageo
DEO
$47.8B
| – | – |
-1,919
|
|
||
27
iShares MSCI Pacific ex Japan ETF
EPP
$1.75B
| – | – |
-19,749
|
|
||
28
iShares MSCI Sweden ETF
EWD
$307M
| – | – |
-6,554
|
|
||
29
iShares MSCI United Kingdom ETF
EWU
$2.77B
| – | – |
-27,513
|
|
||
30
SPDR Euro Stoxx 50 ETF
FEZ
$4.86B
| – | – |
-101,740
|
|
||
31
Molson Coors Class B
TAP
$9.26B
| – | – |
-3,124
|
|
||
32
Vanguard FTSE Emerging Markets ETF
VWO
$105B
| – | – |
-121,291
|
|
||
33
State Street Energy Select Sector SPDR ETF
XLE
$13.9B
| – | – |
-10,714
|
|
||
|
34
State Street Financial Select Sector SPDR ETF
XLF
$52.4B
| – | – |
-69,644
|
|
||
35
State Street Industrial Select Sector SPDR ETF
XLI
$25.1B
| – | – |
-15,294
|
|
||
36
State Street Technology Select Sector SPDR ETF
XLK
$48.5B
| – | – |
-56,644
|
|
||
37
State Street Consumer Staples Select Sector SPDR ETF
XLP
$15B
| – | – |
-13,178
|
|
||
|
38
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
| – | – |
-16,666
|
|
||
39
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
| – | – |
-9,791
|
|