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
$292M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$975K
3
+$951K
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$491K
5
AAPL icon
Apple
AAPL
+$206K

Top Sells

1
+$634K
2
+$283K
3
+$282K
4
AVUS icon
Avantis US Equity ETF
AVUS
+$139K
5
MRK icon
Merck
MRK
+$47.9K

Sector Composition

1 Financials 0.69%
2 Healthcare 0.39%
3 Energy 0.38%
4 Technology 0.33%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$264K 0.09%
1,365
+65
27
$261K 0.09%
5,798
28
$233K 0.08%
3,226
+31
29
$230K 0.08%
6,535
+25
30
$206K 0.07%
+979
31
$126K 0.04%
22,939
+370
32
$106K 0.04%
10,221
33
$34.2K 0.01%
20,375
34
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