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
$63.9M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$1.06M
3
+$803K
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$513K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$378K

Top Sells

1
+$2.2M
2
+$687K
3
+$485K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$426K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$331K

Sector Composition

1 Energy 16.76%
2 Real Estate 3.48%
3 Consumer Staples 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
26
iShares Core S&P Small-Cap ETF
IJR
$84B
$557K 0.87%
9,442
-294
ABEV icon
27
Ambev
ABEV
$37.7B
$230K 0.36%
37,666
-796
BUD icon
28
AB InBev
BUD
$124B
$226K 0.35%
1,874
-103
DEO icon
29
Diageo
DEO
$50.4B
$223K 0.35%
1,919
-180
TAP icon
30
Molson Coors Class B
TAP
$9.09B
$218K 0.34%
3,124
-101
EWD icon
31
iShares MSCI Sweden ETF
EWD
$317M
$208K 0.33%
6,554
-985
1
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