1919 Socially Responsive Balanced Fund

1919 Socially Responsive Balanced Fund is a registered fund series of Trust for Advised Portfolios (series S000046892). Net assets $758.7M as of 2023-12-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$35.9M472.91%
Apple Inc$31.9M421.04%
Alphabet Inc$24.2M319.24%
Fidelity Government Portfolio$23.5M310.06%
Amazon.com Inc$19.4M255.86%
Eli Lilly & Co$15.6M205.50%
Broadcom Inc$15.3M201.35%
NVIDIA Corp$14.3M188.49%
Eaton Corp PLC$13.7M180.56%
Palo Alto Networks Inc$13.6M179.65%
Boston Scientific Corp$13.5M178.17%
Cintas Corp$13.4M177.14%
Salesforce Inc$12.1M159.84%
Thermo Fisher Scientific Inc$11.5M151.58%
Netflix Inc$11.4M150.80%

Net asset history

Report dateNet assets
2023-12-31$758.7M
2023-09-30$688.2M
2023-06-30$716.2M
2023-03-31$686.9M
2022-12-31$679.2M
2022-09-30$686.2M
2022-06-30$718.2M
2022-03-31$847.1M

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