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
$272M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$3.7M
2 +$2.32M
3 +$2.11M
4
PFFD icon
Global X US Preferred ETF
PFFD
+$1.94M
5
DHI icon
D.R. Horton
DHI
+$1.94M

Top Sells

1 +$4.33M
2 +$2.94M
3 +$2.68M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.41M
5
WMT icon
Walmart
WMT
+$2.03M

Sector Composition

1 Industrials 18.37%
2 Financials 9.48%
3 Technology 8.51%
4 Consumer Discretionary 7.86%
5 Communication Services 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-4,404
102
-3,819