TFP

TrueWealth Financial Partners Portfolio holdings

AUM $121M
1-Year Est. Return 12.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$3.7M
3
+$3.59M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.58M
5
VHT icon
Vanguard Health Care ETF
VHT
+$2.4M

Top Sells

1
+$3.04M
2
+$3.03M
3
+$2.38M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.9M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.41M

Sector Composition

1 Technology 2.17%
2 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$209K 0.12%
+2,653
1
2