TPF

Tribridge Partners Financial Portfolio holdings

AUM $238M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$18.1M
3
+$15.5M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$12.2M
5
BND icon
Vanguard Total Bond Market
BND
+$11M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.35%
2 Industrials 0.75%
3 Consumer Discretionary 0.73%
4 Energy 0.52%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$250K 0.15%
+2,797
52
$228K 0.13%
+2,073
53
$225K 0.13%
+1,269
54
$223K 0.13%
+7,668
55
$218K 0.13%
+1,176
56
$218K 0.13%
+498
57
$213K 0.13%
+1,459
58
$209K 0.12%
+384
59
$205K 0.12%
+4,803
60
$203K 0.12%
+7,996
1 2
3