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
$70.5M
AUM Growth
-$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.53M
3
+$2.5M
4
EPP icon
iShares MSCI Pacific ex Japan ETF
EPP
+$1.39M
5
EWL icon
iShares MSCI Switzerland ETF
EWL
+$1.11M

Top Sells

1
+$15.8M
2
+$7.32M
3
+$2.42M
4
QUOT
Quotient Technology Inc
QUOT
+$2.03M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$1.4M

Sector Composition

1 Energy 18.06%
2 Real Estate 3.67%
3 Consumer Staples 1.9%
4 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$501K 0.71%
+15,808
27
$310K 0.44%
9,634
+1,136
28
$304K 0.43%
5,640
+1,320
29
$301K 0.43%
6,119
+613
30
$301K 0.43%
3,695
+770
31
$124K 0.18%
19,991
-24,720
32
$111K 0.16%
38,667
-372,000
33
– –
-2,760
34
– –
-2,550
35
– –
-92,450
36
– –
-176,128
37
– –
-36,129
38
– –
-25,904
39
– –
-2,724
40
– –
-4,270
41
– –
-4,401
42
– –
-170,000
1
2