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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
SOSouthern Co
Recent Activity
Increased 0.79%
0.92%
$2.543M
28,204 shares@ $90.18 avg price
SPSMSpdr Ser Tr
Recent Activity
Increased 2.15%
0.88%
$2.445M
53,718 shares@ $45.52 avg price
IBMInternational Business Machs
Recent Activity
Increased 7.48%
0.86%
$2.386M
10,794 shares@ $221.09 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 1.76%
0.86%
$2.376M
44,646 shares@ $53.22 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 0.45%
0.82%
$2.274M
22,164 shares@ $102.6 avg price
CBChubb Limited
Recent Activity
Increased 2.29%
0.75%
$2.078M
7,204 shares@ $288.4 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 145.19%
0.71%
$1.965M
38,729 shares@ $50.75 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 1.84%
0.7%
$1.918M
15,841 shares@ $121.1 avg price
PFFIshares Tr
Recent Activity
Increased 3.53%
0.69%
$1.905M
57,339 shares@ $33.23 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 4.29%
0.65%
$1.783M
3,600 shares@ $495.16 avg price