Tilia Fiduciary Partners, Inc.
CIK Number: 0001910210
150.03M
Market Value
106
# of Holdings
10 months
Avg. Holding Period
34.23%
Win Rate
20.06%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 196.91 | +1.36% | 32.56K | -0.79% | 8.15M | 177.06 | 5.56% |
| 2 | MSFT | Microsoft Corpo... | 367.54 | -1.1% | 12.51K | +1.18% | 5.27M | 325.56 | 3.60% |
| 3 | BRK-B | Berkshire Hatha... | 518.42 | +0.38% | 10.38K | -3.96% | 4.71M | 371.06 | 3.21% |
| 4 | GOOGL | Alphabet Inc. | 151.19 | -1.4% | 22.35K | +2.82% | 4.23M | 141.28 | 2.89% |
| 5 | VIGI | Vanguard Intern... | 82.44 | +1.18% | 47.82K | +8.24% | 3.82M | 81.2 | 2.61% |
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