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
$288M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$695K
2
+$57K
3
+$36.6K
4
IWV icon
iShares Russell 3000 ETF
IWV
+$14.1K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$9.4K

Top Sells

1
+$950K
2
+$302K
3
+$267K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$178K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$111K

Sector Composition

1 Financials 1.04%
2 Healthcare 0.39%
3 Energy 0.39%
4 Technology 0.27%
5 Consumer Discretionary 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$287K 0.1%
1,151
-9
27
$253K 0.09%
5,798
28
$234K 0.08%
1,300
-73
29
$224K 0.08%
6,510
+24
30
$214K 0.07%
3,195
+32
31
$161K 0.06%
10,221
+82
32
$135K 0.05%
22,569
+321
33
$56K 0.02%
20,375
34
– –
-1,024
1
2