TC

Tenret Company Portfolio holdings

AUM $183M
1-Year Est. Return 11.26%
This Quarter Est. Return
1 Year Est. Return
+11.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
+$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Sells

1 +$6.84M
2 +$4.29M
3 +$3.49M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.22M
5
BND icon
Vanguard Total Bond Market
BND
+$879K

Sector Composition

1 Energy 0.28%
2 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-71,053
27
-41,773
28
-10,599