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
$243M
AUM Growth
-$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.17M
3
+$637K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$337K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$324K

Top Sells

1
+$216K
2
+$134K
3
+$1.23K

Sector Composition

1 Financials 0.95%
2 Healthcare 0.56%
3 Energy 0.49%
4 Technology 0.23%
5 Materials 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$285K 0.12%
1,297
+1
27
$271K 0.11%
2,630
+17
28
$242K 0.1%
1,724
29
$224K 0.09%
5,798
30
$202K 0.08%
+3,131
31
$104K 0.04%
21,896
+298
32
$41.2K 0.02%
20,375
33
– –
-1,024
1
2