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
$388M
AUM Growth
-$1.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$7.54M
2 +$4.54M
3 +$3.83M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$3.08M
5
KO icon
Coca-Cola
KO
+$2.74M

Top Sells

1 +$26.4M
2 +$23.9M
3 +$7.63M
4
LYB icon
LyondellBasell Industries
LYB
+$3.72M
5
KDP icon
Keurig Dr Pepper
KDP
+$2.8M

Sector Composition

1 Technology 12.81%
2 Financials 9.82%
3 Industrials 8.36%
4 Consumer Discretionary 5.63%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,037