TLP

Trinity Legacy Partners Portfolio holdings

AUM $412M
1-Year Est. Return 11.72%
This Quarter Est. Return
1 Year Est. Return
+11.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$6.33M
2
+$4.33M
3
+$3.75M
4
DVN icon
Devon Energy
DVN
+$3.59M
5
SO icon
Southern Company
SO
+$3.04M

Top Sells

1
+$3.14M
2
+$2.89M
3
+$2.82M
4
DOW icon
Dow Inc
DOW
+$2.77M
5
KHC icon
Kraft Heinz
KHC
+$2.5M

Sector Composition

1 Industrials 17.14%
2 Financials 9.44%
3 Healthcare 8.7%
4 Consumer Staples 8.62%
5 Energy 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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