TPP
Triangle Peak Partners Portfolio holdings
AUM
$55.3M
This Quarter Return
+4.17%
1 Year Return
-18.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.96%
Holding
35
New
35
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$32.6M |
| 2 |
Teekay
TK
|
$12M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$7.29M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$6.67M |
| 5 |
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% |
