TPA
Trivium Point Advisory Portfolio holdings
AUM
$921M
This Quarter Return
-8.87%
1 Year Return
+27.09%
3 Year Return
+91.38%
5 Year Return
+135.39%
10 Year Return
–
AUM
$165M
AUM Growth
–
Cap. Flow
+$165M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
16.76%
Holding
137
New
137
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.91M |
| 2 |
Verizon
VZ
|
$2.97M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$2.95M |
| 4 |
Mastercard
MA
|
$2.91M |
| 5 |
Adobe
ADBE
|
$2.75M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 14.94% |
| 2 | Consumer Staples | 10.13% |
| 3 | Technology | 10.07% |
| 4 | Real Estate | 9.78% |
| 5 | Healthcare | 9.58% |
