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
$111M
AUM Growth
+$826K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$2.53M
2
+$1.67M
3
+$829K
4
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$460K
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$292K

Top Sells

1
+$4.12M
2
+$1.85M
3
+$1.77M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.56M
5
EWJ icon
iShares MSCI Japan ETF
EWJ
+$859K

Sector Composition

1 Energy 13.97%
2 Communication Services 10.93%
3 Real Estate 2.16%
4 Consumer Staples 2.07%
5 Technology 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$857K 0.77%
18,998
-553
27
$643K 0.58%
19,003
-8,441
28
$330K 0.3%
4,444
-1,585
29
$320K 0.29%
2,786
-414
30
$320K 0.29%
2,516
-85
31
$315K 0.28%
44,711
-1,560
32
$295K 0.26%
2,724
33
$292K 0.26%
+8,509
34
$262K 0.24%
8,686
-2,092
35
$260K 0.23%
4,372
-784
36
$260K 0.23%
6,203
-909
37
$244K 0.22%
2,897
-199
38
$218K 0.2%
+4,401
39
– –
-18,962
1
2