TPF
Tribridge Partners Financial Portfolio holdings
AUM
$238M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$238M
AUM Growth
+$20.6M
(+9.5%)
Holding
78
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.95M | |
| 3 | +$1.65M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$1.6M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$1.29M |
Top Sells
| 1 | +$324K | |
| 2 | +$208K | |
| 3 | +$22.9K | |
| 4 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
+$20.1K |
| 5 |
Vanguard S&P Small-Cap 600 ETF
VIOO
|
+$18.1K |
Sector Composition
| 1 | Technology | 3.21% |
| 2 | Consumer Discretionary | 0.6% |
| 3 | Financials | 0.59% |
| 4 | Healthcare | 0.56% |
| 5 | Industrials | 0.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Union Pacific
UNP
$139B
| $211K | 0.09% |
911
|
|
||
77
Vanguard Value ETF
VTV
$165B
| $207K | 0.09% |
1,086
|
|
||
78
Synopsys
SNPS
$91.8B
| – | – |
-441
|
|