TPP
Triangle Peak Partners Portfolio holdings
AUM
$55.3M
This Quarter Return
-3.51%
1 Year Return
-18.95%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$98.3M
AUM Growth
+$98.3M
(-12%)
Cap. Flow
-$4.6M
Cap. Flow
% of AUM
-4.68%
Top 10 Holdings %
Top 10 Hldgs %
77.09%
Holding
38
New
–
Increased
9
Reduced
22
Closed
1
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.36M |
| 2 |
Rayonier
RYN
|
$191K |
| 3 |
iShares MSCI United Kingdom ETF
EWU
|
$92.5K |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$85K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$65.7K |
Top Sells
| 1 |
QUOT
Quotient Technology Inc
QUOT
|
$2.27M |
| 2 |
MRIN
Marin Software
MRIN
|
$1.4M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$753K |
| 4 |
TLRA
Telaria, Inc.
TLRA
|
$379K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$332K |
Sector Composition
| 1 | Energy | 16.88% |
| 2 | Communication Services | 3.05% |
| 3 | Real Estate | 2.41% |
| 4 | Consumer Staples | 2.24% |
| 5 | Technology | 0% |
