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
$245M
AUM Growth
+$19.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.13M
3
+$1.2M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$581K
5
XOM icon
Exxon Mobil
XOM
+$523K

Top Sells

1
+$11.1K
2
+$3.27K
3
+$1.71K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$992

Sector Composition

1 Financials 0.81%
2 Healthcare 0.55%
3 Energy 0.37%
4 Technology 0.24%
5 Materials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$276K 0.11%
1,296
+1
27
$248K 0.1%
610
28
$231K 0.09%
1,724
29
$223K 0.09%
5,798
30
$216K 0.09%
+1,024
31
$133K 0.05%
21,598
+312
32
$43.4K 0.02%
20,375
1
2