TLP

Trinity Legacy Partners Portfolio holdings

AUM $462M
1-Year Est. Return 15.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.55%
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
+$3.66M
2
+$2.2M
3
+$2.11M
4
DHI icon
D.R. Horton
DHI
+$2.1M
5
PFFD icon
Global X US Preferred ETF
PFFD
+$1.92M

Top Sells

1
+$4.1M
2
+$2.82M
3
+$2.65M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.42M
5
WMT icon
Walmart Inc
WMT
+$2.02M

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
1 2 3 4
5