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
$319M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$2.47M
3
+$1.33M
4
DFAT icon
Dimensional US Targeted Value ETF
DFAT
+$531K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$20.3K

Top Sells

1
+$136K
2
+$88.6K
3
+$74.3K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$43.7K
5
AVUS icon
Avantis US Equity ETF
AVUS
+$38.3K

Sector Composition

1 Financials 0.71%
2 Healthcare 0.36%
3 Energy 0.33%
4 Technology 0.33%
5 Consumer Discretionary 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$260K 0.08%
2,292
+14
27
$237K 0.07%
450
-168
28
$234K 0.07%
1,256
-109
29
$228K 0.07%
980
+1
30
$215K 0.07%
3,258
+32
31
$136K 0.04%
23,266
+327
32
$123K 0.04%
10,221
33
$29.1K 0.01%
20,375
1
2