TFP

Triune Financial Partners Portfolio holdings

AUM $397M
1-Year Est. Return 13.37%
This Quarter Est. Return
1 Year Est. Return
+13.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$226M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.05M
2
+$2.99M
3
+$831K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$353K
5
MRK icon
Merck
MRK
+$234K

Top Sells

1
+$754K
2
+$736K
3
+$502K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$407K
5
IDXX icon
Idexx Laboratories
IDXX
+$256K

Sector Composition

1 Financials 0.73%
2 Healthcare 0.23%
3 Technology 0.22%
4 Materials 0.17%
5 Energy 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$217K 0.1%
+5,798
27
$143K 0.06%
21,286
+211
28
$40.1K 0.02%
20,375
29
– –
-4,692
30
– –
-628
31
– –
-6,383
1
2