TPP

Triangle Peak Partners Portfolio holdings

AUM $55.3M
1-Year Est. Return 18.95%
This Quarter Est. Return
1 Year Est. Return
-18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$12M
3
+$7.29M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$6.67M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.96M

Top Sells

No sells this quarter

Sector Composition

1 Energy 11.4%
2 Technology 3.81%
3 Communication Services 3.16%
4 Real Estate 2.53%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$447K 0.42%
+6,688
27
$359K 0.34%
+3,434
28
$344K 0.33%
+2,601
29
$341K 0.32%
+3,200
30
$340K 0.32%
+46,271
31
$339K 0.32%
+6,029
32
$277K 0.26%
+5,156
33
$273K 0.26%
+7,112
34
$270K 0.26%
+3,096
35
$269K 0.26%
+10,778
1
2