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

Top Buys

1 +$7.87M
2 +$4.73M
3 +$3.85M
4
RSPM icon
Invesco S&P 500 Equal Weight Materials ETF
RSPM
+$3.39M
5
KO icon
Coca-Cola
KO
+$2.87M

Top Sells

1 +$26.5M
2 +$24.5M
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