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Timothy P. Atkinson

@Tfg Advisers Llc

Latest period2024 - Q3ReportedManaged Assets$277.974MTotal holdings207
Assets growth rate7.87%Assets growth rate (2-Q avg)4.36%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Tfg Advisers Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Tfg Advisers Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 277.974M in assets, with a quarterly growth rate of 7.87% and a 2-quarter average growth rate of 4.36%. The portfolio is managed by Timothy P. Atkinson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc
Recent Activity
Increased 3.25%
1.41%
$3.909M
23,569 shares@ $165.85 avg price
AMTAmerican Tower Corp New
Recent Activity
Decreased -1.01%
1.39%
$3.836M
16,497 shares@ $232.56 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.8%
1.32%
$3.656M
21,108 shares@ $173.21 avg price
UNPUnion Pac Corp
Recent Activity
Decreased -5.94%
1.32%
$3.652M
14,818 shares@ $246.49 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 5.63%
1.3%
$3.599M
86,172 shares@ $41.76 avg price
VVisa Inc
Recent Activity
Decreased -0.27%
1.27%
$3.526M
12,825 shares@ $274.96 avg price
DONWisdomtree Tr
Recent Activity
Increased 0.43%
1.2%
$3.309M
64,723 shares@ $51.13 avg price
CWBSpdr Ser Tr
Recent Activity
Decreased -6.9%
1.18%
$3.257M
42,531 shares@ $76.59 avg price
HDHome Depot Inc
Recent Activity
Decreased -0.53%
1.12%
$3.112M
7,681 shares@ $405.18 avg price
PEPPepsico Inc
Recent Activity
Decreased -1.57%
1.12%
$3.097M
18,211 shares@ $170.06 avg price