1919 Financial Services Fund

1919 Financial Services Fund is a registered fund series of Trust for Advised Portfolios (series S000046891). Net assets $119.6M as of 2023-12-31.

Profile

Advisers

Top holdings (43 reported)

Showing 15 of 43 holdings by value.

HoldingTickerValue% of fund
Chubb Ltd$8.5M706.51%
JPMorgan Chase & Co$7.3M607.43%
Ameriprise Financial Inc$5.0M419.09%
Visa Inc$4.9M413.48%
US Bancorp$4.6M380.84%
Intercontinental Exchange Inc$4.2M354.26%
Fiserv Inc$4.1M340.89%
Brown & Brown Inc$4.1M340.59%
Charles Schwab Corp/The$3.9M328.77%
Bank of America Corp$3.8M320.76%
QCR Holdings Inc$3.4M281.03%
Banner Corp$3.2M269.39%
Marsh & McLennan Cos Inc$3.2M269.35%
American Financial Group Inc/O$3.2M267.32%
Global Payments Inc$3.1M256.89%

Net asset history

Report dateNet assets
2023-12-31$119.6M
2023-09-30$117.8M
2023-06-30$127.9M
2023-03-31$140.3M
2022-12-31$171.0M
2022-09-30$165.3M
2022-06-30$174.4M
2022-03-31$208.0M

More