TLP

Trinity Legacy Partners Portfolio holdings

AUM $434M
1-Year Est. Return 11.51%
This Quarter Est. Return
1 Year Est. Return
+11.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$146M
AUM Growth
-$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.15M
3
+$2.05M
4
VPU icon
Vanguard Utilities ETF
VPU
+$1.63M
5
AAPL icon
Apple
AAPL
+$1.51M

Top Sells

1
+$3.23M
2
+$3.12M
3
+$2.83M
4
BP icon
BP
BP
+$2.61M
5
XOM icon
Exxon Mobil
XOM
+$2.59M

Sector Composition

1 Technology 10.82%
2 Financials 9.45%
3 Industrials 7.49%
4 Consumer Discretionary 6.85%
5 Energy 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,113
1 2 3
4