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
$352M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.59M
3
+$2.68M
4
TECL icon
Direxion Daily Technology Bull 3x Shares
TECL
+$988K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$383K

Top Sells

1
+$3.66M
2
+$2.65M
3
+$2.08M
4
BILS icon
SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
+$291K
5
COP icon
ConocoPhillips
COP
+$271K

Sector Composition

1 Technology 12.98%
2 Industrials 10.64%
3 Financials 8.9%
4 Healthcare 5.58%
5 Consumer Discretionary 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$123K 0.04%
10,678
-10,168
102
$20.3K 0.01%
15,000
103
– –
-2,929
104
– –
-2,128
105
– –
-73,271
106
– –
-3,550
107
– –
-2,017
108
– –
-1,592
1 2 3 4
5