Tilia Fiduciary Partners, Inc.
CIK Number: 0001910210
146.58M
Market Value
104
# of Holdings
10 months
Avg. Holding Period
75.00%
Win Rate
15.23%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Apple Inc | 238.04 | -1.57% | 32.82K | +5.31% | 7.65M | 177.06 | 5.30% | |
| 2 | Microsoft | 387.92 | -2.29% | 12.36K | +2.28% | 5.32M | 324.43 | 3.69% | |
| 3 | Berkshire Hatha... | 509.65 | -0.81% | 10.81K | +52.56% | 4.98M | 371.06 | 3.45% | |
| 4 | Vanguard Intern... | 84.05 | +0.54% | 44.18K | -3.00% | 3.9M | 81.3 | 2.70% | |
| 5 | Google Inc | 166.73 | -2.08% | 21.73K | +1.98% | 3.6M | 139.93 | 2.50% |
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