Portfolio (Quarterly)
Guide ↗
TPG Financial Advisors, LLC
· CIK 0001706669| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | AMD | ADVANCED MICRO DEVICES INC | Technology | 345.0 | $200K | 0.06% | NEW | — | $580.91 | -19.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
55.4%
Financial Services
14.0%
Consumer Cyclical
13.3%
Communication Services
7.2%
Industrials
4.4%
Consumer Defensive
3.0%
Healthcare
1.5%
Energy
1.2%