TPF
Tribridge Partners Financial Portfolio holdings
AUM
$218M
1 Year Est. Return
–
AUM
$170M
AUM Growth
–
Holding
60
Top Buys
| 1 | +$20.9M | |
| 2 | +$18.1M | |
| 3 | +$15.5M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$12.2M |
| 5 |
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
iShares MSCI EAFE ETF
EFA
$68.1B
| $250K | 0.15% |
+2,797
|
|
||
52
iShares TIPS Bond ETF
TIP
$13.9B
| $228K | 0.13% |
+2,073
|
|
||
53
Alphabet (Google) Class C
GOOG
$3.37T
| $225K | 0.13% |
+1,269
|
|
||
|
CGIC
54
Capital Group International Core Equity ETF
CGIC
$567M
| $223K | 0.13% |
+7,668
|
|
||
55
AbbVie
ABBV
$384B
| $218K | 0.13% |
+1,176
|
|
||
56
Vanguard Growth ETF
VUG
$203B
| $218K | 0.13% |
+498
|
|
||
57
RTX Corp
RTX
$237B
| $213K | 0.13% |
+1,459
|
|
||
58
Intuitive Surgical
ISRG
$189B
| $209K | 0.12% |
+384
|
|
||
59
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
| $205K | 0.12% |
+4,803
|
|
||
60
ALPS Intermediate Municipal Bond ETF
MNBD
$41.5M
| $203K | 0.12% |
+7,996
|
|