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TF
Theory Financial Portfolio holdings
AUM
$285M
1-Year Est. Return
14.75%
This Fund
S&P 500
1 Year Est. Return
+14.75%
AUM
$212M
AUM Growth
+$15.2M
(+7.7%)
Holding
80
Top Buys
| 1 | +$7.11M | |
| 2 | +$6.24M | |
| 3 | +$6.24M | |
| 4 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$4.27M |
| 5 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.71M |
Top Sells
| 1 | +$4.11M | |
| 2 | +$4.01M | |
| 3 | +$4M | |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.98M |
| 5 |
HDV
iShares Core High Dividend ETF
HDV
|
+$3.93M |
Sector Composition
| 1 | Technology | 0.22% |
| 2 | Consumer Discretionary | 0.21% |
| 3 | Communication Services | 0.17% |
| 4 | Energy | 0.14% |
| 5 | Industrials | 0% |