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Home > Institutional Investor > Tilia Fiduciary Partners, Inc. > Profile

Instuitional Investor - Tilia Fiduciary Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Tilia Fiduciary Partners, Inc.
Portfolio Value $107,491,058
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 32,896 $6,333,420 5.89%
2.
Microsoft Corp
 MSFT 11,528 $4,334,967 4.03%
3.
Vanguard Whitehall Funds
 41,629 $3,302,827 3.07%
4.
Alphabet Inc.
 GOOG 19,876 $2,776,478 2.58%
5.
Visa Inc.
 V 9,507 $2,475,225 2.3%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)