TPP
Triangle Peak Partners Portfolio holdings
AUM
$55.3M
This Quarter Return
-12.45%
1 Year Return
-18.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$55.3M
AUM Growth
+$55.3M
(-13%)
Cap. Flow
-$2.2M
Cap. Flow
% of AUM
-3.97%
Top 10 Holdings %
Top 10 Hldgs %
83.69%
Holding
39
New
8
Increased
7
Reduced
7
Closed
16
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$4.06M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$3.15M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$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 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.96M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$3.81M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
$2.35M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$1.49M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
$1.24M |
Sector Composition
| 1 | Energy | 14.09% |
| 2 | Real Estate | 3.65% |
| 3 | Consumer Staples | 2.4% |
