TFG

Tull Financial Group Portfolio holdings

AUM $220M
1-Year Est. Return 12.7%
This Quarter Est. Return
1 Year Est. Return
+12.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$24.7M
3
+$24M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$19.6M
5
VCRB icon
Vanguard Core Bond ETF
VCRB
+$13.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 0.82%
2 Industrials 0.5%
3 Consumer Discretionary 0.44%
4 Financials 0.22%
5 Consumer Staples 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$90K 0.05%
+10,000
1
2