TFP
TrueWealth Financial Partners Portfolio holdings
AUM
$181M
This Quarter Return
+5.47%
1 Year Return
+8.54%
3 Year Return
+28.33%
5 Year Return
–
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
92.67%
Holding
13
New
13
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$11.4M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$11M |
| 3 |
Vanguard Energy ETF
VDE
|
$10.9M |
| 4 |
Vanguard Materials ETF
VAW
|
$10.8M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
$10.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 0.43% |
