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TCPG
Trivant Custom Portfolio Group Portfolio holdings
AUM
$182M
1-Year Est. Return
19.54%
This Fund
S&P 500
1 Year Est. Return
+19.54%
AUM
$182M
AUM Growth
+$8.76M
(+5%)
Holding
87
Top Buys
| 1 | +$9.26M | |
| 2 | +$1.58M | |
| 3 | +$1.5M | |
| 4 |
Mercado Libre
MELI
|
+$882K |
| 5 |
Amphenol
APH
|
+$862K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$2.4M | |
| 3 | +$2.21M | |
| 4 |
Bank of America
BAC
|
+$1.81M |
| 5 |
Advanced Micro Devices
AMD
|
+$1.01M |
Sector Composition
| 1 | Technology | 26.71% |
| 2 | Consumer Discretionary | 9.62% |
| 3 | Financials | 8.56% |
| 4 | Industrials | 8.08% |
| 5 | Consumer Staples | 7.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Infosys
INFY
$47.6B
| – | – |
-50,061
|
|
||
77
Intuit
INTU
$77.7B
| – | – |
-683
|
|
||
78
Kimco Realty
KIM
$17.1B
| – | – |
-44,419
|
|
||
79
Constellation Brands
STZ
$24.4B
| – | – |
-1,580
|
|