TPF
Tribridge Partners Financial Portfolio holdings
AUM
$242M
1-Year Est. Return
12.61%
This Fund
S&P 500
1 Year Est. Return
+12.61%
AUM
$242M
AUM Growth
+$3.28M
(+1.4%)
Holding
81
Top Buys
| 1 | +$1.12M | |
| 2 | +$994K | |
| 3 | +$762K | |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$648K |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$634K |
Top Sells
| 1 | +$220K | |
| 2 | +$54.1K | |
| 3 | +$40.9K | |
| 4 |
Amazon
AMZN
|
+$23.3K |
| 5 |
ALPS Smith Core Plus Bond ETF
SMTH
|
+$17.5K |
Sector Composition
| 1 | Technology | 2.72% |
| 2 | Healthcare | 0.68% |
| 3 | Industrials | 0.64% |
| 4 | Financials | 0.57% |
| 5 | Consumer Discretionary | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Corning
GLW
$136B
| $209K | 0.09% |
+1,416
|
|
||
77
Chevron
CVX
$380B
| $209K | 0.09% |
+1,050
|
|
||
78
Waste Connections
WCN
$41B
| $208K | 0.09% |
1,250
+45
|
|
||
79
S&P Global
SPGI
$126B
| $207K | 0.09% |
479
+16
|
|
||
80
Caterpillar
CAT
$414B
| $205K | 0.08% |
+286
|
|
||
81
Vanguard Growth ETF
VUG
$35.6B
| – | – |
-451
|
|