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
$318M
AUM Growth
-$920K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$738K
3
+$539K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$389K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$373K

Top Sells

1
+$328K
2
+$216K
3
+$138K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$134K
5
XOM icon
Exxon Mobil
XOM
+$61.4K

Sector Composition

1 Financials 0.73%
2 Technology 0.33%
3 Healthcare 0.31%
4 Energy 0.3%
5 Consumer Discretionary 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$279K 0.09%
6,579
+23
27
$269K 0.08%
1,170
+1
28
$251K 0.08%
466
+16
29
$246K 0.08%
981
+1
30
$229K 0.07%
2,302
+10
31
$208K 0.07%
+1,585
32
$206K 0.07%
3,295
+37
33
$206K 0.06%
+1,069
34
$202K 0.06%
+748
35
$139K 0.04%
23,557
+291
36
$115K 0.04%
10,221
37
$22.4K 0.01%
20,375
38
– –
-5,798
1
2