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
$269M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$267K
3
+$244K
4
EQBK icon
Equity Bancshares
EQBK
+$220K
5
AMZN icon
Amazon
AMZN
+$209K

Top Sells

1
+$314K
2
+$138K
3
+$84.7K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$75.6K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$68.1K

Sector Composition

1 Financials 1%
2 Energy 0.38%
3 Healthcare 0.35%
4 Technology 0.25%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$281K 0.1%
643
-194
27
$268K 0.1%
1,160
-137
28
$267K 0.1%
+1,024
29
$257K 0.1%
10,139
-1,158
30
$220K 0.08%
+6,486
31
$209K 0.08%
+1,373
32
$208K 0.08%
3,163
+32
33
$143K 0.05%
22,248
+352
34
$42.8K 0.02%
20,375
35
– –
-9,474
1
2